SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 1.20 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $804,000 | -8.1% | 38,120 | +8.5% | 0.09% | +3.6% |
Q1 2022 | $875,000 | +2.6% | 35,149 | +117.2% | 0.08% | +7.8% |
Q4 2021 | $853,000 | +275.8% | 16,186 | +226.3% | 0.08% | +250.0% |
Q3 2021 | $227,000 | -22.3% | 4,961 | -44.3% | 0.02% | -55.1% |
Q1 2020 | $292,000 | -55.1% | 8,904 | -37.0% | 0.05% | -38.8% |
Q4 2019 | $650,000 | +0.6% | 14,144 | +3.3% | 0.08% | -7.0% |
Q3 2019 | $646,000 | -74.8% | 13,696 | -76.2% | 0.09% | -74.9% |
Q2 2019 | $2,560,000 | +14.8% | 57,602 | +14.7% | 0.34% | +9.6% |
Q1 2019 | $2,230,000 | +152.5% | 50,202 | +119.0% | 0.31% | +123.6% |
Q4 2018 | $883,000 | +7.2% | 22,925 | +16.1% | 0.14% | +29.6% |
Q3 2018 | $824,000 | -73.8% | 19,746 | -74.2% | 0.11% | -76.4% |
Q3 2017 | $3,150,000 | +115.9% | 76,603 | +123.8% | 0.46% | +80.6% |
Q3 2016 | $1,459,000 | -57.9% | 34,225 | -60.8% | 0.25% | -65.2% |
Q4 2015 | $3,465,000 | +69.1% | 87,413 | +73.0% | 0.73% | +67.5% |
Q1 2015 | $2,049,000 | -13.1% | 50,529 | -27.0% | 0.43% | -15.2% |
Q3 2014 | $2,357,000 | -6.7% | 69,191 | -3.1% | 0.51% | -6.6% |
Q2 2014 | $2,526,000 | +197.2% | 71,420 | +178.2% | 0.55% | +166.0% |
Q1 2014 | $850,000 | -63.5% | 25,675 | -64.6% | 0.21% | -70.1% |
Q2 2013 | $2,329,000 | – | 72,591 | – | 0.69% | – |
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% |