SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 133 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $27,000 | +12.5% | 596 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $24,000 | +9.1% | 594 | +0.5% | 0.01% | +14.3% |
| Q4 2020 | $22,000 | +10.0% | 591 | +1.0% | 0.01% | 0.0% |
| Q3 2020 | $20,000 | 0.0% | 585 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $20,000 | +11.1% | 581 | +0.7% | 0.01% | 0.0% |
| Q1 2020 | $18,000 | -30.8% | 577 | +0.3% | 0.01% | -22.2% |
| Q4 2019 | $26,000 | -21.2% | 575 | -17.9% | 0.01% | -25.0% |
| Q3 2019 | $33,000 | +560.0% | 700 | +418.5% | 0.01% | +300.0% |
| Q3 2016 | $5,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | +150.0% | 135 | +200.0% | 0.00% | +200.0% |
| Q1 2015 | $2,000 | -88.9% | 45 | -90.2% | 0.00% | -87.5% |
| Q4 2014 | $18,000 | +12.5% | 458 | 0.0% | 0.01% | -20.0% |
| Q3 2014 | $16,000 | -38.5% | 458 | -37.9% | 0.01% | -66.7% |
| Q2 2014 | $26,000 | – | 737 | – | 0.03% | – |
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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% |