SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 54 filers reported holding SCHWAB STRATEGIC TR in Q2 2013. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $107,000 | -29.6% | 2,468 | -34.9% | 0.03% | -37.3% |
| Q4 2018 | $152,000 | -6.7% | 3,789 | -2.9% | 0.05% | -1.9% |
| Q3 2018 | $163,000 | +7.2% | 3,904 | +8.1% | 0.05% | +4.0% |
| Q2 2018 | $152,000 | +8.6% | 3,612 | -2.3% | 0.05% | +6.4% |
| Q1 2018 | $140,000 | -97.3% | 3,697 | -97.2% | 0.05% | -97.3% |
| Q4 2017 | $5,141,000 | +0.8% | 130,036 | +4.9% | 1.72% | -5.1% |
| Q3 2017 | $5,098,000 | +0.3% | 123,949 | +1.9% | 1.82% | -4.2% |
| Q2 2017 | $5,083,000 | +7.7% | 121,650 | +5.2% | 1.90% | +2.5% |
| Q1 2017 | $4,718,000 | +2.9% | 115,684 | +3.5% | 1.85% | -5.1% |
| Q4 2016 | $4,587,000 | -2.0% | 111,764 | +1.8% | 1.95% | -2.7% |
| Q3 2016 | $4,683,000 | -49.9% | 109,791 | -49.0% | 2.00% | -53.1% |
| Q2 2016 | $9,353,000 | +6.1% | 215,302 | +1.1% | 4.27% | +2.2% |
| Q1 2016 | $8,813,000 | +12.0% | 212,867 | +7.3% | 4.18% | +10.4% |
| Q4 2015 | $7,867,000 | +867.7% | 198,464 | +808.2% | 3.78% | +886.9% |
| Q3 2015 | $813,000 | +1.4% | 21,852 | +0.5% | 0.38% | +3.0% |
| Q2 2015 | $802,000 | -7.7% | 21,750 | +1.5% | 0.37% | -9.9% |
| Q1 2015 | $869,000 | -7.0% | 21,429 | -5.4% | 0.41% | -11.2% |
| Q4 2014 | $934,000 | +13.9% | 22,649 | -2.0% | 0.46% | +7.4% |
| Q3 2014 | $820,000 | -15.3% | 23,120 | -15.5% | 0.43% | -14.6% |
| Q2 2014 | $968,000 | +4.1% | 27,354 | -2.6% | 0.51% | +3.3% |
| Q1 2014 | $930,000 | +15.4% | 28,094 | +5.5% | 0.49% | +10.3% |
| Q4 2013 | $806,000 | -24.7% | 26,630 | -23.2% | 0.44% | -27.9% |
| Q3 2013 | $1,071,000 | -23.2% | 34,672 | -18.9% | 0.62% | -26.0% |
| Q2 2013 | $1,395,000 | – | 42,778 | – | 0.83% | – |
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% |