SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 209 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.36 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 ↓ |
|---|---|---|---|
| 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% |