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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,592,375 | -20.0% | 540,416 | -11.9% | 0.03% | -18.8% |
Q2 2023 | $11,985,658 | +102280.3% | 613,705 | +2.2% | 0.03% | -5.9% |
Q1 2023 | $11,707 | +20.8% | 600,343 | +19.5% | 0.03% | +9.7% |
Q4 2022 | $9,693 | -99.9% | 502,532 | +12.1% | 0.03% | -6.1% |
Q3 2022 | $8,377,000 | +3.8% | 448,176 | +17.1% | 0.03% | 0.0% |
Q2 2022 | $8,070,000 | -14.3% | 382,624 | +1.1% | 0.03% | -8.3% |
Q1 2022 | $9,421,000 | +19.1% | 378,519 | +152.1% | 0.04% | +9.1% |
Q4 2021 | $7,911,000 | +102.5% | 150,147 | +75.6% | 0.03% | +65.0% |
Q3 2021 | $3,906,000 | +57.9% | 85,502 | +58.3% | 0.02% | +33.3% |
Q2 2021 | $2,473,000 | +4.0% | 54,009 | -6.6% | 0.02% | -11.8% |
Q1 2021 | $2,377,000 | +41.6% | 57,852 | +30.8% | 0.02% | +30.8% |
Q4 2020 | $1,679,000 | +6.7% | 44,213 | -0.7% | 0.01% | -13.3% |
Q3 2020 | $1,574,000 | -13.8% | 44,513 | -14.2% | 0.02% | -16.7% |
Q2 2020 | $1,827,000 | +11.2% | 51,863 | +3.4% | 0.02% | -14.3% |
Q1 2020 | $1,643,000 | -23.6% | 50,170 | +7.2% | 0.02% | -4.5% |
Q4 2019 | $2,151,000 | +3.6% | 46,810 | +6.3% | 0.02% | -12.0% |
Q3 2019 | $2,077,000 | +42.7% | 44,031 | +34.4% | 0.02% | +47.1% |
Q2 2019 | $1,456,000 | +15.0% | 32,764 | +15.0% | 0.02% | -5.6% |
Q1 2019 | $1,266,000 | +257.6% | 28,491 | +210.3% | 0.02% | +200.0% |
Q4 2018 | $354,000 | +71.0% | 9,182 | +82.1% | 0.01% | -33.3% |
Q3 2017 | $207,000 | -4.2% | 5,043 | -3.6% | 0.01% | -10.0% |
Q2 2017 | $216,000 | +1.4% | 5,232 | 0.0% | 0.01% | +11.1% |
Q1 2017 | $213,000 | +565.6% | 5,232 | +603.2% | 0.01% | +350.0% |
Q3 2016 | $32,000 | -94.1% | 744 | -94.7% | 0.00% | -95.9% |
Q4 2014 | $543,000 | +24.8% | 13,927 | +9.1% | 0.05% | 0.0% |
Q3 2014 | $435,000 | -1.1% | 12,767 | +2.6% | 0.05% | 0.0% |
Q2 2014 | $440,000 | – | 12,447 | – | 0.05% | – |
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% |