SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is 1.20 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $77,000 | -6.1% | 3,113 | +99.9% | 0.01% | -10.0% |
Q4 2021 | $82,000 | -36.4% | 1,557 | -45.0% | 0.01% | -44.4% |
Q3 2021 | $129,000 | 0.0% | 2,833 | +0.5% | 0.02% | 0.0% |
Q2 2021 | $129,000 | +12.2% | 2,819 | +0.4% | 0.02% | 0.0% |
Q1 2021 | $115,000 | +105.4% | 2,807 | +91.0% | 0.02% | +100.0% |
Q4 2020 | $56,000 | +14.3% | 1,470 | +5.2% | 0.01% | 0.0% |
Q3 2020 | $49,000 | -98.7% | 1,398 | -98.7% | 0.01% | -98.9% |
Q2 2020 | $3,789,000 | -19.5% | 107,574 | -25.1% | 0.80% | -36.5% |
Q1 2020 | $4,704,000 | -30.1% | 143,681 | -1.9% | 1.25% | -18.7% |
Q4 2019 | $6,731,000 | +1.4% | 146,451 | +4.0% | 1.54% | -6.5% |
Q3 2019 | $6,641,000 | +12.4% | 140,795 | +5.9% | 1.65% | +4.2% |
Q2 2019 | $5,906,000 | -5.7% | 132,899 | -5.7% | 1.58% | -7.2% |
Q1 2019 | $6,263,000 | +16.8% | 140,954 | +1.2% | 1.70% | +3.0% |
Q4 2018 | $5,364,000 | +33.3% | 139,276 | +44.5% | 1.66% | +32.5% |
Q3 2018 | $4,023,000 | +1.2% | 96,402 | +1.3% | 1.25% | -8.8% |
Q2 2018 | $3,974,000 | +11.3% | 95,123 | +1.9% | 1.37% | +11.4% |
Q1 2018 | $3,571,000 | -5.0% | 93,373 | +3.4% | 1.23% | -5.4% |
Q4 2017 | $3,758,000 | +16.3% | 90,295 | +15.0% | 1.30% | +5.7% |
Q3 2017 | $3,231,000 | +6.2% | 78,544 | +6.4% | 1.23% | -3.4% |
Q2 2017 | $3,041,000 | +8.0% | 73,785 | +6.9% | 1.27% | +1.4% |
Q1 2017 | $2,815,000 | +216.3% | 69,027 | +218.2% | 1.26% | +180.1% |
Q4 2016 | $890,000 | +21.8% | 21,696 | +26.6% | 0.45% | +20.4% |
Q3 2016 | $731,000 | -2.7% | 17,135 | -0.9% | 0.37% | -8.4% |
Q2 2016 | $751,000 | +6.5% | 17,286 | +1.4% | 0.41% | -1.2% |
Q1 2016 | $705,000 | +8.1% | 17,042 | +3.6% | 0.41% | +6.8% |
Q4 2015 | $652,000 | +17.9% | 16,455 | +10.6% | 0.38% | +10.0% |
Q3 2015 | $553,000 | +20.2% | 14,880 | +17.4% | 0.35% | +25.4% |
Q2 2015 | $460,000 | -9.1% | 12,671 | +1.5% | 0.28% | -8.8% |
Q1 2015 | $506,000 | +19.3% | 12,479 | +14.6% | 0.31% | +6.6% |
Q4 2014 | $424,000 | +19.4% | 10,889 | +4.4% | 0.29% | +13.9% |
Q3 2014 | $355,000 | +975.8% | 10,433 | +10.0% | 0.25% | +1045.5% |
Q2 2014 | $33,000 | -89.4% | 9,483 | +1.1% | 0.02% | -90.0% |
Q1 2014 | $310,000 | – | 9,377 | – | 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% |