SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 232 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $28,000 | 0.0% | 800 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +7.7% | 800 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $26,000 | -29.7% | 800 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $37,000 | -2.6% | 800 | 0.0% | 0.02% | -6.2% |
| Q3 2019 | $38,000 | +5.6% | 800 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $36,000 | 0.0% | 800 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $36,000 | +16.1% | 800 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $31,000 | -6.1% | 800 | 0.0% | 0.02% | +15.4% |
| Q3 2018 | $33,000 | 0.0% | 800 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $33,000 | +6.5% | 800 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $31,000 | -6.1% | 800 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $33,000 | 0.0% | 800 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $33,000 | +43.5% | 800 | +45.5% | 0.01% | +40.0% |
| Q2 2017 | $23,000 | +4.5% | 550 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $22,000 | +83.3% | 550 | +83.3% | 0.01% | +66.7% |
| Q4 2016 | $12,000 | – | 300 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,011,870 | $50,075,000 | 12.38% |
| Gunma Bank,Ltd. | 126,000 | $3,136,000 | 7.42% |
| Strategic Financial Planning, Inc. | 314,632 | $7,831,000 | 6.51% |
| Tradewinds Capital Management, LLC | 1,557,898 | $38,776,000 | 6.29% |
| RATIONAL ADVISORS LLC | 3,556,777 | $88,528,000 | 5.24% |
| Moisand Fitzgerald Tamayo, LLC | 441,129 | $10,980,000 | 5.00% |
| WEALTH MANAGEMENT RESOURCES, INC. | 261,709 | $6,514,000 | 4.50% |
| Cypress Point Wealth Management, LLC | 168,758 | $4,200,000 | 4.27% |
| Upper Left Wealth Management, LLC | 154,040 | $3,914,000 | 4.06% |
| Northwest Quadrant Wealth Management, LLC | 576,045 | $14,551,000 | 3.99% |