SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13 | -7.1% | 765 | +2.3% | 0.00% | – |
Q2 2023 | $14 | -100.0% | 748 | -32.0% | 0.00% | – |
Q4 2021 | $57,000 | +612.5% | 1,100 | +382.5% | 0.00% | – |
Q3 2020 | $8,000 | -86.0% | 228 | -86.0% | 0.00% | – |
Q2 2020 | $57,000 | +23.9% | 1,628 | +14.0% | 0.00% | – |
Q1 2020 | $46,000 | +12.2% | 1,428 | +58.3% | 0.00% | – |
Q4 2019 | $41,000 | -14.6% | 902 | -18.0% | 0.00% | – |
Q2 2019 | $48,000 | +4700.0% | 1,100 | +3135.3% | 0.00% | – |
Q4 2018 | $1,000 | -98.0% | 34 | -97.2% | 0.00% | – |
Q3 2018 | $50,000 | -15.3% | 1,205 | -15.4% | 0.00% | -100.0% |
Q4 2017 | $59,000 | +1375.0% | 1,425 | +1297.1% | 0.00% | – |
Q3 2017 | $4,000 | -20.0% | 102 | -29.2% | 0.00% | – |
Q1 2017 | $5,000 | -88.9% | 144 | -88.2% | 0.00% | -100.0% |
Q3 2015 | $45,000 | +136.8% | 1,216 | +125.6% | 0.00% | +50.0% |
Q2 2015 | $19,000 | – | 539 | – | 0.00% | – |
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% |