SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $33,000 | -63.3% | 805 | -70.6% | 0.00% | -75.0% |
Q1 2020 | $90,000 | -34.8% | 2,742 | -8.8% | 0.01% | -25.0% |
Q4 2019 | $138,000 | -2.8% | 3,007 | +0.1% | 0.02% | -5.9% |
Q3 2019 | $142,000 | +6.8% | 3,004 | +0.0% | 0.02% | -5.6% |
Q2 2019 | $133,000 | 0.0% | 3,003 | 0.0% | 0.02% | -5.3% |
Q1 2019 | $133,000 | -18.9% | 3,003 | -29.6% | 0.02% | -24.0% |
Q4 2018 | $164,000 | -7.9% | 4,268 | +0.1% | 0.02% | +19.0% |
Q3 2018 | $178,000 | 0.0% | 4,262 | +0.0% | 0.02% | +5.0% |
Q2 2018 | $178,000 | +9.2% | 4,260 | 0.0% | 0.02% | +5.3% |
Q1 2018 | $163,000 | -7.9% | 4,260 | +0.2% | 0.02% | -5.0% |
Q4 2017 | $177,000 | +1.1% | 4,253 | +0.1% | 0.02% | +5.3% |
Q3 2017 | $175,000 | 0.0% | 4,249 | +0.1% | 0.02% | -5.0% |
Q2 2017 | $175,000 | +1.2% | 4,246 | +0.0% | 0.02% | +5.3% |
Q1 2017 | $173,000 | -34.5% | 4,244 | -34.0% | 0.02% | -38.7% |
Q4 2016 | $264,000 | -3.6% | 6,430 | +0.1% | 0.03% | 0.0% |
Q3 2016 | $274,000 | -1.8% | 6,424 | +0.0% | 0.03% | -3.1% |
Q2 2016 | $279,000 | +4.9% | 6,422 | +0.0% | 0.03% | +3.2% |
Q1 2016 | $266,000 | +8.1% | 6,419 | +3.3% | 0.03% | +3.3% |
Q4 2015 | $246,000 | +459.1% | 6,212 | +423.8% | 0.03% | +500.0% |
Q3 2015 | $44,000 | +2.3% | 1,186 | +0.3% | 0.01% | 0.0% |
Q2 2015 | $43,000 | -10.4% | 1,183 | +0.2% | 0.01% | -16.7% |
Q1 2015 | $48,000 | +4.3% | 1,181 | +0.3% | 0.01% | 0.0% |
Q4 2014 | $46,000 | -8.0% | 1,178 | -19.5% | 0.01% | -14.3% |
Q3 2014 | $50,000 | -3.8% | 1,464 | +0.2% | 0.01% | -12.5% |
Q2 2014 | $52,000 | +8.3% | 1,461 | +0.1% | 0.01% | 0.0% |
Q1 2014 | $48,000 | – | 1,459 | – | 0.01% | – |
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% |