SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $363,503 | +51.7% | 18,202 | +54.2% | 0.01% | +27.3% |
Q1 2024 | $239,609 | +20.9% | 11,803 | +23.3% | 0.01% | +22.2% |
Q4 2023 | $198,194 | +22.4% | 9,569 | +4.9% | 0.01% | +28.6% |
Q3 2023 | $161,918 | -70.9% | 9,122 | -50.7% | 0.01% | -41.7% |
Q2 2023 | $556,455 | +46.5% | 18,516 | +97.8% | 0.01% | -29.4% |
Q1 2023 | $379,822 | +64938.0% | 9,362 | -34.6% | 0.02% | +6.2% |
Q4 2022 | $584 | -99.9% | 14,318 | -29.7% | 0.02% | -27.3% |
Q3 2022 | $831,000 | +39.9% | 20,374 | +39.8% | 0.02% | +15.8% |
Q2 2022 | $594,000 | -45.0% | 14,569 | -44.9% | 0.02% | +46.2% |
Q1 2022 | $1,080,000 | +80.9% | 26,419 | +134.3% | 0.01% | +8.3% |
Q4 2021 | $597,000 | +189.8% | 11,278 | +150.6% | 0.01% | +200.0% |
Q3 2021 | $206,000 | -5.5% | 4,501 | -6.3% | 0.00% | -20.0% |
Q2 2021 | $218,000 | +38.0% | 4,804 | +24.6% | 0.01% | +66.7% |
Q1 2021 | $158,000 | -17.3% | 3,857 | -23.6% | 0.00% | -62.5% |
Q4 2020 | $191,000 | +12.4% | 5,046 | +5.9% | 0.01% | -20.0% |
Q3 2020 | $170,000 | +3.0% | 4,764 | +0.5% | 0.01% | -23.1% |
Q2 2020 | $165,000 | -1.8% | 4,742 | -8.6% | 0.01% | -23.5% |
Q1 2020 | $168,000 | -13.8% | 5,190 | +19.7% | 0.02% | +13.3% |
Q4 2019 | $195,000 | -7.6% | 4,337 | -4.7% | 0.02% | +7.1% |
Q3 2019 | $211,000 | -52.9% | 4,551 | -61.0% | 0.01% | -48.1% |
Q4 2018 | $448,000 | -73.1% | 11,665 | -70.7% | 0.03% | -60.3% |
Q3 2018 | $1,664,000 | +8.0% | 39,864 | +8.1% | 0.07% | +4.6% |
Q2 2018 | $1,541,000 | -7.6% | 36,879 | -8.0% | 0.06% | -14.5% |
Q1 2018 | $1,668,000 | 0.0% | 40,082 | 0.0% | 0.08% | 0.0% |
Q4 2017 | $1,668,000 | +8.4% | 40,082 | +7.1% | 0.08% | +24.6% |
Q3 2017 | $1,539,000 | +17.6% | 37,411 | +17.8% | 0.06% | +10.9% |
Q2 2017 | $1,309,000 | +25.1% | 31,763 | +23.8% | 0.06% | +19.6% |
Q1 2017 | $1,046,000 | +125.4% | 25,653 | +127.0% | 0.05% | +109.1% |
Q4 2016 | $464,000 | -1.9% | 11,303 | +1.9% | 0.02% | -12.0% |
Q3 2016 | $473,000 | +41.6% | 11,097 | +44.2% | 0.02% | +31.6% |
Q2 2016 | $334,000 | +98.8% | 7,693 | +81.5% | 0.02% | +72.7% |
Q4 2015 | $168,000 | – | 4,239 | – | 0.01% | – |
Download |
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% |