SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 219 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $29,115 | +5099.1% | 1,434 | +5211.1% | 0.00% | – |
| Q1 2024 | $560 | -99.8% | 27 | -99.5% | 0.00% | -100.0% |
| Q3 2018 | $232,000 | -80.8% | 5,570 | -80.7% | 0.02% | -82.2% |
| Q2 2018 | $1,209,000 | -40.1% | 28,935 | -45.2% | 0.12% | -43.5% |
| Q1 2018 | $2,020,000 | +2.7% | 52,805 | +11.7% | 0.21% | -4.6% |
| Q4 2017 | $1,967,000 | +10.4% | 47,273 | +9.1% | 0.22% | +0.9% |
| Q3 2017 | $1,782,000 | +6.5% | 43,330 | +6.7% | 0.22% | -2.3% |
| Q2 2017 | $1,673,000 | +21.4% | 40,591 | +20.1% | 0.22% | +6.2% |
| Q1 2017 | $1,378,000 | +8.3% | 33,802 | +9.0% | 0.21% | -6.7% |
| Q4 2016 | $1,272,000 | – | 31,001 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
| Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
| Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
| Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
| WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
| RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
| Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
| Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
| Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
| Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |