SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 274 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 1.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $246,000 | -7.2% | 5,360 | -4.5% | 0.05% | -13.2% |
| Q3 2019 | $265,000 | +6.4% | 5,610 | 0.0% | 0.05% | +3.9% |
| Q2 2019 | $249,000 | -2.0% | 5,610 | -1.8% | 0.05% | -5.6% |
| Q1 2019 | $254,000 | +11.4% | 5,710 | -3.4% | 0.05% | -1.8% |
| Q4 2018 | $228,000 | -7.7% | 5,910 | 0.0% | 0.06% | +3.8% |
| Q3 2018 | $247,000 | -1.6% | 5,910 | -1.7% | 0.05% | -8.6% |
| Q2 2018 | $251,000 | +9.1% | 6,010 | 0.0% | 0.06% | +5.5% |
| Q1 2018 | $230,000 | -12.5% | 6,010 | -4.8% | 0.06% | -24.7% |
| Q4 2017 | $263,000 | +1.2% | 6,310 | 0.0% | 0.07% | -6.4% |
| Q3 2017 | $260,000 | +27.5% | 6,310 | +27.7% | 0.08% | +18.2% |
| Q2 2017 | $204,000 | +1.5% | 4,940 | 0.0% | 0.07% | -1.5% |
| Q1 2017 | $201,000 | -1.0% | 4,940 | 0.0% | 0.07% | -4.3% |
| Q4 2016 | $203,000 | -2.9% | 4,940 | +1.0% | 0.07% | -5.4% |
| Q3 2016 | $209,000 | – | 4,890 | – | 0.07% | – |
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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% |