SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 158 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,716 | -62.6% | 322 | -58.9% | 0.00% | -100.0% |
Q1 2023 | $15,302 | -14.3% | 784 | -15.2% | 0.00% | 0.0% |
Q4 2022 | $17,854 | +5.0% | 925 | +0.7% | 0.00% | 0.0% |
Q3 2022 | $17,000 | -10.5% | 919 | +0.7% | 0.00% | 0.0% |
Q2 2022 | $19,000 | -17.4% | 913 | +101.5% | 0.00% | 0.0% |
Q4 2021 | $23,000 | +666.7% | 453 | +520.5% | 0.00% | – |
Q3 2021 | $3,000 | 0.0% | 73 | 0.0% | 0.00% | – |
Q2 2021 | $3,000 | +50.0% | 73 | 0.0% | 0.00% | – |
Q1 2021 | $2,000 | – | 73 | +356.2% | 0.00% | – |
Q3 2020 | $0 | – | 16 | – | 0.00% | – |
Q2 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2019 | $675,000 | +13.3% | 15,233 | -1.7% | 0.05% | +1.9% |
Q4 2018 | $596,000 | -47.5% | 15,495 | -43.1% | 0.05% | -39.8% |
Q3 2018 | $1,135,000 | -12.5% | 27,222 | -12.4% | 0.09% | -19.3% |
Q2 2018 | $1,297,000 | – | 31,073 | – | 0.11% | – |
Q2 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q3 2015 | $99,000 | +1880.0% | 2,687 | +1691.3% | 0.02% | +1400.0% |
Q4 2014 | $5,000 | – | 150 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matrix Trust Co | 1,384,351 | $48,964,000 | 14.38% |
Moisand Fitzgerald Tamayo, LLC | 309,625 | $10,951,000 | 5.67% |
Strategic Financial Planning, Inc. | 148,447 | $5,253,000 | 5.46% |
Aurora Investment Managers, LLC. | 162,558 | $5,750,000 | 5.20% |
Omega Financial Group, LLC | 210,355 | $7,440,000 | 4.53% |
Northwest Quadrant Wealth Management, LLC | 238,689 | $8,421,000 | 3.34% |
MONETA GROUP INVESTMENT ADVISORS LLC | 912,383 | $32,271,000 | 2.81% |
Courage Miller Partners, LLC | 144,223 | $5,080,000 | 2.73% |
BlueSky Wealth Advisors, LLC | 256,528 | $9,409,000 | 2.46% |
Adams Chetwood Wealth Management LLC | 70,441 | $2,491,000 | 2.40% |