SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 483 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.04 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $37,812 | +0.5% | 1,893 | +2.2% | 0.00% | 0.0% |
| Q1 2024 | $37,625 | -1.6% | 1,853 | +0.4% | 0.00% | 0.0% |
| Q4 2023 | $38,238 | +17.6% | 1,846 | +0.8% | 0.00% | 0.0% |
| Q3 2023 | $32,505 | -8.6% | 1,831 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $35,569 | -46.6% | 1,821 | -46.7% | 0.00% | -50.0% |
| Q1 2023 | $66,660 | +100900.0% | 3,418 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $66 | -99.9% | 3,410 | -33.0% | 0.00% | -33.3% |
| Q3 2022 | $95,000 | -18.8% | 5,087 | -8.0% | 0.00% | 0.0% |
| Q2 2022 | $117,000 | -7.1% | 5,530 | +9.1% | 0.00% | 0.0% |
| Q1 2022 | $126,000 | -6.0% | 5,070 | +100.1% | 0.00% | 0.0% |
| Q4 2021 | $134,000 | +15.5% | 2,534 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $116,000 | +46.8% | 2,534 | +46.6% | 0.00% | +50.0% |
| Q2 2021 | $79,000 | +11.3% | 1,729 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $71,000 | +7.6% | 1,729 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $66,000 | +8.2% | 1,729 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $61,000 | 0.0% | 1,729 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $61,000 | -80.6% | 1,729 | -82.0% | 0.00% | -80.0% |
| Q1 2020 | $314,000 | -30.1% | 9,589 | -1.9% | 0.02% | -11.8% |
| Q4 2019 | $449,000 | -2.6% | 9,777 | 0.0% | 0.02% | -15.0% |
| Q3 2019 | $461,000 | -2.1% | 9,777 | -7.8% | 0.02% | -4.8% |
| Q2 2019 | $471,000 | -8.5% | 10,599 | -8.5% | 0.02% | -8.7% |
| Q1 2019 | $515,000 | +15.5% | 11,584 | 0.0% | 0.02% | +9.5% |
| Q4 2018 | $446,000 | -10.8% | 11,584 | -3.4% | 0.02% | +10.5% |
| Q3 2018 | $500,000 | +2.7% | 11,990 | +3.0% | 0.02% | -9.5% |
| Q2 2018 | $487,000 | +5.4% | 11,646 | -3.6% | 0.02% | 0.0% |
| Q1 2018 | $462,000 | -8.2% | 12,075 | 0.0% | 0.02% | -22.2% |
| Q4 2017 | $503,000 | +1.2% | 12,075 | 0.0% | 0.03% | -6.9% |
| Q3 2017 | $497,000 | -0.2% | 12,075 | 0.0% | 0.03% | -9.4% |
| Q2 2017 | $498,000 | +8.7% | 12,075 | +7.5% | 0.03% | +3.2% |
| Q1 2017 | $458,000 | -0.7% | 11,232 | +0.0% | 0.03% | -8.8% |
| Q4 2016 | $461,000 | – | 11,230 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
| Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
| Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
| Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
| WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
| RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
| Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
| Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
| Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
| Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |