SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
Q1 2020 | $1,000 | -98.4% | 26 | -98.1% | 0.00% | -100.0% |
Q3 2019 | $63,000 | -80.4% | 1,345 | -81.4% | 0.01% | -80.0% |
Q2 2019 | $322,000 | 0.0% | 7,239 | 0.0% | 0.06% | +6.6% |
Q1 2019 | $322,000 | +15.4% | 7,239 | 0.0% | 0.06% | -1.6% |
Q4 2018 | $279,000 | -34.5% | 7,239 | -29.0% | 0.06% | -28.7% |
Q3 2018 | $426,000 | -16.8% | 10,199 | -16.7% | 0.09% | -20.9% |
Q2 2018 | $512,000 | -35.4% | 12,248 | -40.9% | 0.11% | -37.9% |
Q1 2018 | $792,000 | +55.0% | 20,709 | +68.6% | 0.18% | +51.3% |
Q4 2017 | $511,000 | +56.7% | 12,281 | +54.8% | 0.12% | +51.9% |
Q3 2017 | $326,000 | +10.5% | 7,935 | +10.9% | 0.08% | +4.1% |
Q2 2017 | $295,000 | -10.6% | 7,157 | -11.3% | 0.07% | +60.9% |
Q1 2017 | $330,000 | +205.6% | 8,072 | +207.3% | 0.05% | +64.3% |
Q4 2016 | $108,000 | +25.6% | 2,627 | +30.6% | 0.03% | +12.0% |
Q3 2016 | $86,000 | -1.1% | 2,011 | 0.0% | 0.02% | -3.8% |
Q2 2016 | $87,000 | +4.8% | 2,011 | 0.0% | 0.03% | 0.0% |
Q1 2016 | $83,000 | +3.8% | 2,011 | 0.0% | 0.03% | +4.0% |
Q4 2015 | $80,000 | +48.1% | 2,011 | +37.4% | 0.02% | +47.1% |
Q3 2015 | $54,000 | +1.9% | 1,464 | 0.0% | 0.02% | +21.4% |
Q2 2015 | $53,000 | -10.2% | 1,464 | 0.0% | 0.01% | -6.7% |
Q1 2015 | $59,000 | +3.5% | 1,464 | 0.0% | 0.02% | – |
Q4 2014 | $57,000 | +14.0% | 1,464 | 0.0% | 0.00% | -100.0% |
Q3 2014 | $50,000 | -3.8% | 1,464 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $52,000 | – | 1,464 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matrix Trust Co | 1,384,351 | $48,964,000 | 14.38% |
Moisand Fitzgerald Tamayo, LLC | 309,625 | $10,951,000 | 5.67% |
Strategic Financial Planning, Inc. | 148,447 | $5,253,000 | 5.46% |
Aurora Investment Managers, LLC. | 162,558 | $5,750,000 | 5.20% |
Omega Financial Group, LLC | 210,355 | $7,440,000 | 4.53% |
Northwest Quadrant Wealth Management, LLC | 238,689 | $8,421,000 | 3.34% |
MONETA GROUP INVESTMENT ADVISORS LLC | 912,383 | $32,271,000 | 2.81% |
Courage Miller Partners, LLC | 144,223 | $5,080,000 | 2.73% |
BlueSky Wealth Advisors, LLC | 256,528 | $9,409,000 | 2.46% |
Adams Chetwood Wealth Management LLC | 70,441 | $2,491,000 | 2.40% |