SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $5,156 | +0.2% | 264 | 0.0% | 0.00% | -25.0% |
Q1 2023 | $5,148 | +1.1% | 264 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $5,093 | -100.0% | 264 | -100.0% | 0.00% | -100.0% |
Q4 2021 | $29,063,000 | +77.6% | 551,593 | +53.9% | 11.08% | +64.3% |
Q3 2021 | $16,367,000 | +1.1% | 358,307 | +1.7% | 6.74% | -21.9% |
Q4 2019 | $16,188,000 | -20.3% | 352,217 | -18.2% | 8.64% | -24.8% |
Q3 2019 | $20,317,000 | +23.7% | 430,716 | +16.5% | 11.49% | +22.7% |
Q2 2019 | $16,425,000 | +131.7% | 369,599 | +131.6% | 9.37% | +120.9% |
Q1 2019 | $7,090,000 | -71.2% | 159,573 | -73.3% | 4.24% | -69.5% |
Q3 2017 | $24,585,000 | +127.8% | 597,749 | +136.2% | 13.92% | +69.6% |
Q3 2016 | $10,794,000 | +143.3% | 253,073 | +147.8% | 8.21% | +149.6% |
Q2 2016 | $4,437,000 | -64.7% | 102,140 | -67.8% | 3.29% | -56.9% |
Q4 2015 | $12,568,000 | +5.3% | 317,052 | +7.7% | 7.64% | -19.3% |
Q1 2015 | $11,937,000 | +101.6% | 294,383 | +69.3% | 9.46% | +99.4% |
Q3 2014 | $5,922,000 | -11.3% | 173,861 | -7.9% | 4.74% | -13.1% |
Q2 2014 | $6,674,000 | +24.8% | 188,694 | +16.9% | 5.46% | -12.6% |
Q1 2014 | $5,346,000 | +267200.0% | 161,451 | +252167.2% | 6.24% | +207966.7% |
Q4 2013 | $2,000 | – | 64 | – | 0.00% | – |
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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% |