SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $261,000 | -9.4% | 5,684 | -6.9% | 0.01% | -21.4% |
Q3 2019 | $288,000 | -2.0% | 6,103 | -7.7% | 0.01% | -6.7% |
Q2 2019 | $294,000 | -1.3% | 6,611 | -1.4% | 0.02% | -11.8% |
Q1 2019 | $298,000 | +10.4% | 6,705 | -4.3% | 0.02% | -15.0% |
Q4 2018 | $270,000 | -1.1% | 7,004 | +7.2% | 0.02% | +25.0% |
Q3 2018 | $273,000 | -2.8% | 6,534 | -2.8% | 0.02% | -15.8% |
Q2 2018 | $281,000 | +9.8% | 6,723 | +0.5% | 0.02% | 0.0% |
Q1 2018 | $256,000 | -21.2% | 6,690 | -14.4% | 0.02% | -24.0% |
Q4 2017 | $325,000 | -0.9% | 7,812 | -2.0% | 0.02% | -7.4% |
Q3 2017 | $328,000 | -1.8% | 7,972 | -1.7% | 0.03% | -12.9% |
Q2 2017 | $334,000 | +6.4% | 8,113 | +5.4% | 0.03% | +3.3% |
Q1 2017 | $314,000 | +14.2% | 7,698 | +14.7% | 0.03% | 0.0% |
Q4 2016 | $275,000 | -39.8% | 6,709 | -37.4% | 0.03% | -44.4% |
Q3 2016 | $457,000 | +13.1% | 10,721 | +15.3% | 0.05% | +1.9% |
Q2 2016 | $404,000 | +89.7% | 9,299 | +80.5% | 0.05% | +82.8% |
Q1 2016 | $213,000 | -53.6% | 5,152 | -55.5% | 0.03% | -54.7% |
Q4 2015 | $459,000 | +48.1% | 11,575 | +39.0% | 0.06% | +30.6% |
Q3 2015 | $310,000 | – | 8,327 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Strategic Financial Planning, Inc. | 338,449 | $6,609,903 | 5.85% |
Pioneer Wealth Management Group | 317,504 | $6,200,848 | 4.93% |
Upper Left Wealth Management, LLC | 176,799 | $3,452,885 | 3.84% |
Moisand Fitzgerald Tamayo, LLC | 909,572 | $17,763,944 | 3.63% |
WEALTH MANAGEMENT RESOURCES, INC. | 318,515 | $6,220,600 | 3.62% |
Cypress Point Wealth Management, LLC | 172,872 | $3,376,182 | 3.60% |
Courage Miller Partners, LLC | 401,282 | $7,837,042 | 3.26% |
RATIONAL ADVISORS LLC | 1,962,413 | $38,325,926 | 3.17% |
Gunma Bank,Ltd. | 221,000 | $4,316 | 2.92% |
Firestone Capital Management | 439,086 | $8,755,376 | 2.85% |