SCHWAB STRATEGIC TR's ticker is SCHV and the CUSIP is 808524409. A total of 399 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $262,000 | -96.1% | 3,669 | -96.0% | 0.00% | -100.0% |
| Q4 2021 | $6,655,000 | +326.9% | 90,890 | +247.1% | 0.00% | +200.0% |
| Q4 2020 | $1,559,000 | -21.4% | 26,182 | -33.9% | 0.00% | -50.0% |
| Q2 2020 | $1,984,000 | -17.4% | 39,603 | -27.0% | 0.00% | 0.0% |
| Q1 2020 | $2,403,000 | -10.6% | 54,273 | +21.3% | 0.00% | 0.0% |
| Q4 2019 | $2,689,000 | -10.2% | 44,730 | -26.4% | 0.00% | -33.3% |
| Q4 2018 | $2,996,000 | – | 60,787 | – | 0.00% | – |
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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% |