SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 636 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $121 | -0.8% | 1,847 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $122 | -100.0% | 1,847 | -64.0% | 0.01% | -62.1% |
| Q3 2022 | $300,000 | +154.2% | 5,127 | +209.6% | 0.03% | +222.2% |
| Q1 2022 | $118,000 | -20.8% | 1,656 | -18.6% | 0.01% | -18.2% |
| Q4 2021 | $149,000 | +8.8% | 2,034 | +0.4% | 0.01% | 0.0% |
| Q3 2021 | $137,000 | -0.7% | 2,026 | +0.0% | 0.01% | -8.3% |
| Q2 2021 | $138,000 | +7.8% | 2,025 | -15.9% | 0.01% | -33.3% |
| Q2 2018 | $128,000 | – | 2,407 | – | 0.02% | – |
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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% |