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 | ||||
---|---|---|---|---|---|---|
Q3 2020 | $576,000 | -13.3% | 16,297 | -13.6% | 0.12% | -19.0% |
Q2 2020 | $664,000 | -24.5% | 18,853 | -29.9% | 0.14% | -34.0% |
Q1 2020 | $880,000 | -29.1% | 26,888 | -0.4% | 0.22% | -6.9% |
Q4 2019 | $1,241,000 | -3.1% | 27,006 | -0.6% | 0.23% | -11.2% |
Q3 2019 | $1,281,000 | +8.1% | 27,167 | +1.8% | 0.26% | +8.3% |
Q2 2019 | $1,185,000 | 0.0% | 26,676 | 0.0% | 0.24% | -2.8% |
Q1 2019 | $1,185,000 | +15.9% | 26,676 | +0.5% | 0.25% | +2.5% |
Q4 2018 | $1,022,000 | +157.4% | 26,548 | +179.3% | 0.24% | +193.9% |
Q3 2018 | $397,000 | +22.2% | 9,505 | +22.3% | 0.08% | +17.1% |
Q2 2018 | $325,000 | +35.4% | 7,772 | +23.8% | 0.07% | +34.6% |
Q1 2018 | $240,000 | +3.4% | 6,277 | +12.7% | 0.05% | +4.0% |
Q4 2017 | $232,000 | +1.8% | 5,570 | +0.7% | 0.05% | -2.0% |
Q3 2017 | $228,000 | +0.4% | 5,534 | +0.6% | 0.05% | +4.1% |
Q2 2017 | $227,000 | +1.8% | 5,502 | +0.6% | 0.05% | -2.0% |
Q1 2017 | $223,000 | -0.4% | 5,470 | +0.3% | 0.05% | -5.7% |
Q4 2016 | $224,000 | -2.6% | 5,455 | +1.0% | 0.05% | -3.6% |
Q3 2016 | $230,000 | -1.3% | 5,400 | +0.5% | 0.06% | -5.2% |
Q2 2016 | $233,000 | +5.4% | 5,371 | +0.5% | 0.06% | +3.6% |
Q1 2016 | $221,000 | +4.7% | 5,342 | +0.5% | 0.06% | +3.7% |
Q4 2015 | $211,000 | – | 5,315 | – | 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% |