SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 180 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 0.76 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $185,731 | -3.9% | 2,881 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $193,309 | +2.3% | 2,881 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $188,958 | -0.7% | 2,881 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $190,226 | +12.6% | 2,881 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $169,000 | +9.0% | 2,881 | +16.2% | 0.01% | +14.3% |
| Q2 2022 | $155,000 | -12.4% | 2,480 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $177,000 | -2.7% | 2,480 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $182,000 | +9.0% | 2,480 | 0.0% | 0.01% | -33.3% |
| Q3 2021 | $167,000 | -1.8% | 2,480 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $170,000 | +26.9% | 2,480 | +20.7% | 0.01% | +12.5% |
| Q1 2021 | $134,000 | +39.6% | 2,055 | +28.0% | 0.01% | +33.3% |
| Q4 2020 | $96,000 | +14.3% | 1,605 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $84,000 | +5.0% | 1,605 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $80,000 | +12.7% | 1,605 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $71,000 | -54.8% | 1,605 | -38.4% | 0.01% | -46.2% |
| Q4 2019 | $157,000 | +6.1% | 2,605 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $148,000 | +1.4% | 2,605 | 0.0% | 0.01% | +7.7% |
| Q2 2019 | $146,000 | -7.0% | 2,605 | -18.1% | 0.01% | -23.5% |
| Q1 2017 | $157,000 | +63.5% | 3,181 | +59.0% | 0.02% | +54.5% |
| Q4 2016 | $96,000 | -89.5% | 2,000 | 0.0% | 0.01% | -8.3% |
| Q3 2016 | $911,000 | – | 2,000 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TMFS HOLDINGS LLC | 4,093,555 | $173,731,000 | 26.11% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,016,523 | $43,141,000 | 7.25% |
| Summit Asset Management, LLC | 238,039 | $10,102,000 | 6.85% |
| VALENTINE VENTURES LLC | 137,903 | $5,853,000 | 6.68% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 618,748 | $26,260,000 | 6.65% |
| Gemmer Asset Management LLC | 208,582 | $8,852,000 | 5.23% |
| Sequoia Financial Advisors, LLC | 253,518 | $10,759,000 | 4.34% |
| Newman Dignan & Sheerar, Inc. | 132,601 | $5,628,000 | 3.97% |
| AVALON CAPITAL MANAGEMENT | 100,257 | $4,255,000 | 3.84% |
| Moisand Fitzgerald Tamayo, LLC | 90,364 | $3,835,000 | 3.29% |