SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 270 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $962 | +8.3% | 54,178 | +19.2% | 0.01% | +7.7% |
| Q2 2023 | $888 | -10.6% | 45,463 | -10.7% | 0.01% | -13.3% |
| Q1 2023 | $993 | -79.8% | 50,920 | -80.0% | 0.02% | -78.3% |
| Q4 2022 | $4,923 | -99.2% | 255,222 | +673.9% | 0.07% | +527.3% |
| Q3 2022 | $616,000 | -8.1% | 32,978 | +3.8% | 0.01% | -8.3% |
| Q2 2022 | $670,000 | -11.8% | 31,786 | +4.2% | 0.01% | +9.1% |
| Q1 2022 | $760,000 | +9.0% | 30,517 | +130.7% | 0.01% | -8.3% |
| Q4 2021 | $697,000 | +2.3% | 13,230 | -11.3% | 0.01% | -7.7% |
| Q3 2021 | $681,000 | +2.7% | 14,915 | +3.0% | 0.01% | 0.0% |
| Q2 2021 | $663,000 | +24.4% | 14,480 | +11.7% | 0.01% | +18.2% |
| Q1 2021 | $533,000 | +31.0% | 12,968 | +20.9% | 0.01% | +22.2% |
| Q4 2020 | $407,000 | +39.9% | 10,724 | +63.6% | 0.01% | -25.0% |
| Q1 2019 | $291,000 | +26.5% | 6,557 | +18.7% | 0.01% | +9.1% |
| Q3 2018 | $230,000 | -1.7% | 5,522 | -1.4% | 0.01% | -8.3% |
| Q2 2018 | $234,000 | +9.3% | 5,600 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $214,000 | -14.7% | 5,600 | -7.2% | 0.01% | -25.0% |
| Q4 2017 | $251,000 | +392.2% | 6,032 | +413.4% | 0.02% | +166.7% |
| Q2 2016 | $51,000 | +24.4% | 1,175 | +12.4% | 0.01% | +50.0% |
| Q4 2015 | $41,000 | +2.5% | 1,045 | -2.8% | 0.00% | -20.0% |
| Q3 2015 | $40,000 | – | 1,075 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
| Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
| Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
| Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
| WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
| RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
| Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
| Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
| Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
| Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |