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 2023 | $411,301 | +1.0% | 21,060 | +0.9% | 0.02% | 0.0% |
Q1 2023 | $407,062 | +1.7% | 20,875 | +0.6% | 0.02% | -5.6% |
Q4 2022 | $400,344 | +4.8% | 20,754 | +1.5% | 0.02% | 0.0% |
Q3 2022 | $382,000 | -11.4% | 20,454 | 0.0% | 0.02% | -5.3% |
Q2 2022 | $431,000 | -14.8% | 20,454 | +0.6% | 0.02% | -5.0% |
Q1 2022 | $506,000 | -5.4% | 20,334 | +100.3% | 0.02% | 0.0% |
Q4 2021 | $535,000 | +28.9% | 10,154 | +11.7% | 0.02% | +11.1% |
Q3 2021 | $415,000 | +0.2% | 9,093 | +0.5% | 0.02% | +5.9% |
Q2 2021 | $414,000 | +11.9% | 9,050 | +0.4% | 0.02% | +6.2% |
Q1 2021 | $370,000 | +8.5% | 9,011 | +0.4% | 0.02% | +6.7% |
Q4 2020 | $341,000 | +8.6% | 8,979 | +1.0% | 0.02% | 0.0% |
Q3 2020 | $314,000 | +1.6% | 8,890 | +1.4% | 0.02% | -11.8% |
Q2 2020 | $309,000 | +8.0% | 8,770 | +0.4% | 0.02% | -5.6% |
Q1 2020 | $286,000 | -28.9% | 8,739 | 0.0% | 0.02% | -10.0% |
Q4 2019 | $402,000 | -0.7% | 8,739 | +1.9% | 0.02% | -9.1% |
Q3 2019 | $405,000 | +11.9% | 8,577 | +5.4% | 0.02% | +10.0% |
Q2 2019 | $362,000 | +5.8% | 8,138 | +5.8% | 0.02% | 0.0% |
Q1 2019 | $342,000 | +23.0% | 7,690 | +6.4% | 0.02% | +5.3% |
Q4 2018 | $278,000 | +4.9% | 7,226 | +14.0% | 0.02% | +18.8% |
Q3 2018 | $265,000 | +8733.3% | 6,341 | +8468.9% | 0.02% | – |
Q4 2016 | $3,000 | -99.2% | 74 | -99.2% | 0.00% | -100.0% |
Q2 2016 | $393,000 | +5.6% | 9,039 | +0.6% | 0.04% | 0.0% |
Q1 2016 | $372,000 | +4.8% | 8,989 | +0.5% | 0.04% | +4.8% |
Q4 2015 | $355,000 | +7.6% | 8,944 | +0.9% | 0.04% | -6.7% |
Q3 2015 | $330,000 | +10.0% | 8,866 | +7.5% | 0.04% | +15.4% |
Q2 2015 | $300,000 | -9.9% | 8,247 | +0.5% | 0.04% | -13.3% |
Q1 2015 | $333,000 | +4.7% | 8,202 | +0.5% | 0.04% | -4.3% |
Q4 2014 | $318,000 | +15.2% | 8,163 | +0.7% | 0.05% | +6.8% |
Q3 2014 | $276,000 | -3.2% | 8,108 | +0.6% | 0.04% | -8.3% |
Q2 2014 | $285,000 | +30.1% | 8,059 | +21.8% | 0.05% | +17.1% |
Q1 2014 | $219,000 | +28.8% | 6,618 | +17.9% | 0.04% | +17.1% |
Q4 2013 | $170,000 | -1.2% | 5,615 | +1.0% | 0.04% | -18.6% |
Q3 2013 | $172,000 | +3.6% | 5,561 | +7.3% | 0.04% | -14.0% |
Q2 2013 | $166,000 | – | 5,184 | – | 0.05% | – |
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% |