SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $240,000 | -36.3% | 5,761 | -36.2% | 0.06% | -39.2% |
| Q2 2018 | $377,000 | -90.2% | 9,035 | -91.0% | 0.10% | -90.3% |
| Q1 2018 | $3,857,000 | +2.1% | 100,840 | +11.1% | 1.05% | +1.5% |
| Q4 2017 | $3,779,000 | +6.4% | 90,789 | +5.1% | 1.03% | +1.8% |
| Q3 2017 | $3,552,000 | +4.3% | 86,360 | +4.5% | 1.01% | -0.9% |
| Q2 2017 | $3,405,000 | +4.1% | 82,625 | +3.0% | 1.02% | +2.8% |
| Q1 2017 | $3,272,000 | +4.9% | 80,244 | +5.6% | 1.00% | -0.2% |
| Q4 2016 | $3,118,000 | +2.0% | 75,966 | +6.0% | 1.00% | +0.9% |
| Q3 2016 | $3,056,000 | +14.6% | 71,649 | +16.7% | 0.99% | +9.3% |
| Q2 2016 | $2,666,000 | +5.1% | 61,375 | +0.1% | 0.90% | +0.7% |
| Q1 2016 | $2,537,000 | +7.0% | 61,292 | +2.4% | 0.90% | +2.5% |
| Q4 2015 | $2,372,000 | +9.7% | 59,833 | +2.9% | 0.88% | -7.7% |
| Q3 2015 | $2,163,000 | +4.5% | 58,173 | +2.1% | 0.95% | +12.2% |
| Q2 2015 | $2,069,000 | -7.3% | 56,965 | +3.5% | 0.85% | -4.8% |
| Q1 2015 | $2,232,000 | +7.4% | 55,045 | +3.1% | 0.89% | +38.7% |
| Q4 2014 | $2,079,000 | +18.7% | 53,370 | +3.8% | 0.64% | +17.4% |
| Q3 2014 | $1,752,000 | -2.4% | 51,434 | +1.4% | 0.55% | +0.6% |
| Q2 2014 | $1,795,000 | +11.3% | 50,748 | +4.2% | 0.54% | +4.2% |
| Q1 2014 | $1,613,000 | +11.2% | 48,703 | +1.6% | 0.52% | +1.0% |
| Q4 2013 | $1,450,000 | -9.7% | 47,932 | -7.7% | 0.52% | -11.3% |
| Q3 2013 | $1,605,000 | -46.3% | 51,950 | -44.2% | 0.58% | -52.7% |
| Q2 2013 | $2,989,000 | – | 93,176 | – | 1.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 1,384,351 | $48,964,000 | 14.38% |
| Moisand Fitzgerald Tamayo, LLC | 309,625 | $10,951,000 | 5.67% |
| Strategic Financial Planning, Inc. | 148,447 | $5,253,000 | 5.46% |
| Aurora Investment Managers, LLC. | 162,558 | $5,750,000 | 5.20% |
| Omega Financial Group, LLC | 210,355 | $7,440,000 | 4.53% |
| Northwest Quadrant Wealth Management, LLC | 238,689 | $8,421,000 | 3.34% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 912,383 | $32,271,000 | 2.81% |
| Courage Miller Partners, LLC | 144,223 | $5,080,000 | 2.73% |
| BlueSky Wealth Advisors, LLC | 256,528 | $9,409,000 | 2.46% |
| Adams Chetwood Wealth Management LLC | 70,441 | $2,491,000 | 2.40% |