SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $591,000 | -41.8% | 18,039 | -18.4% | 0.24% | -26.7% |
| Q4 2019 | $1,016,000 | -2.6% | 22,111 | 0.0% | 0.33% | -4.6% |
| Q3 2019 | $1,043,000 | +6.1% | 22,111 | 0.0% | 0.35% | +5.1% |
| Q2 2019 | $983,000 | +0.6% | 22,111 | +0.5% | 0.33% | +1.2% |
| Q1 2019 | $977,000 | +1.8% | 21,998 | -11.7% | 0.33% | -11.1% |
| Q4 2018 | $960,000 | -29.2% | 24,923 | -23.3% | 0.37% | -13.4% |
| Q3 2018 | $1,356,000 | -18.9% | 32,505 | -18.8% | 0.43% | -23.9% |
| Q2 2018 | $1,673,000 | +9.2% | 40,041 | -0.0% | 0.56% | +0.5% |
| Q1 2018 | $1,532,000 | -8.0% | 40,043 | +0.1% | 0.56% | -9.6% |
| Q4 2017 | $1,665,000 | -2.4% | 40,016 | -3.5% | 0.62% | -6.0% |
| Q3 2017 | $1,706,000 | -0.1% | 41,488 | +0.1% | 0.66% | -8.0% |
| Q2 2017 | $1,708,000 | -2.0% | 41,446 | -3.1% | 0.71% | +0.3% |
| Q1 2017 | $1,743,000 | -0.2% | 42,752 | +0.5% | 0.71% | -5.6% |
| Q4 2016 | $1,746,000 | -7.2% | 42,540 | -3.6% | 0.75% | -9.0% |
| Q3 2016 | $1,882,000 | -9.4% | 44,129 | -7.7% | 0.83% | -8.5% |
| Q2 2016 | $2,078,000 | +3.6% | 47,833 | -1.3% | 0.90% | +1.5% |
| Q1 2016 | $2,006,000 | -0.7% | 48,453 | -4.9% | 0.89% | +8.3% |
| Q4 2015 | $2,020,000 | +6.7% | 50,960 | +0.1% | 0.82% | -2.8% |
| Q3 2015 | $1,894,000 | +8.0% | 50,926 | +5.4% | 0.85% | +18.5% |
| Q2 2015 | $1,754,000 | -9.9% | 48,304 | +0.7% | 0.71% | -8.0% |
| Q1 2015 | $1,946,000 | +53.3% | 47,980 | +47.2% | 0.78% | +51.3% |
| Q4 2014 | $1,269,000 | +16.5% | 32,593 | +1.9% | 0.51% | +11.0% |
| Q3 2014 | $1,089,000 | -6.9% | 31,985 | -3.3% | 0.46% | -2.7% |
| Q2 2014 | $1,170,000 | +7.0% | 33,067 | +0.2% | 0.48% | +3.5% |
| Q1 2014 | $1,093,000 | +15.2% | 33,015 | +5.2% | 0.46% | +15.6% |
| Q4 2013 | $949,000 | – | 31,372 | – | 0.40% | – |
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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% |