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 | ||||
---|---|---|---|---|---|---|
Q1 2019 | $243,000 | +14.6% | 5,463 | -0.7% | 0.06% | -15.2% |
Q4 2018 | $212,000 | -16.2% | 5,500 | -9.3% | 0.07% | 0.0% |
Q3 2018 | $253,000 | -0.4% | 6,062 | -0.2% | 0.07% | -5.7% |
Q2 2018 | $254,000 | +9.5% | 6,072 | -0.0% | 0.07% | -1.4% |
Q1 2018 | $232,000 | -62.5% | 6,074 | -43.6% | 0.07% | -23.7% |
Q4 2017 | $619,000 | +145.6% | 10,772 | +76.0% | 0.09% | +17.7% |
Q3 2017 | $252,000 | +4.6% | 6,121 | +4.8% | 0.08% | -3.7% |
Q2 2017 | $241,000 | +15.3% | 5,843 | +14.1% | 0.08% | +1.2% |
Q1 2017 | $209,000 | +0.5% | 5,122 | +1.0% | 0.08% | +12.5% |
Q4 2016 | $208,000 | -9.2% | 5,072 | -5.7% | 0.07% | -30.8% |
Q3 2016 | $229,000 | -3.4% | 5,380 | -1.4% | 0.10% | -14.0% |
Q2 2016 | $237,000 | +1.3% | 5,455 | -3.4% | 0.12% | -15.4% |
Q1 2016 | $234,000 | +6.8% | 5,645 | +2.0% | 0.14% | -2.7% |
Q4 2015 | $219,000 | -0.5% | 5,537 | -6.3% | 0.15% | -6.4% |
Q3 2015 | $220,000 | -48.8% | 5,912 | -50.0% | 0.16% | -45.3% |
Q2 2015 | $430,000 | -10.4% | 11,835 | +0.0% | 0.29% | -8.3% |
Q1 2015 | $480,000 | +1.9% | 11,834 | -2.2% | 0.31% | +2.3% |
Q4 2014 | $471,000 | +28.3% | 12,101 | +16.5% | 0.31% | +30.2% |
Q2 2014 | $367,000 | +7.6% | 10,387 | +0.8% | 0.24% | -34.4% |
Q1 2014 | $341,000 | +10.7% | 10,306 | +1.1% | 0.36% | +62.7% |
Q4 2013 | $308,000 | – | 10,197 | – | 0.22% | – |
Download |
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% |