SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $474,000 | -90.6% | 14,471 | -86.9% | 0.22% | -88.5% |
Q4 2019 | $5,058,000 | -2.3% | 110,052 | +0.2% | 1.94% | -10.0% |
Q3 2019 | $5,179,000 | +28.7% | 109,797 | +21.2% | 2.15% | +27.3% |
Q2 2019 | $4,024,000 | -0.7% | 90,557 | -0.8% | 1.69% | -3.7% |
Q1 2019 | $4,054,000 | +22.4% | 91,246 | +6.1% | 1.75% | +6.7% |
Q4 2018 | $3,313,000 | +230.0% | 86,030 | +257.4% | 1.64% | +274.3% |
Q3 2018 | $1,004,000 | +40.6% | 24,068 | +40.9% | 0.44% | +31.0% |
Q2 2018 | $714,000 | -25.1% | 17,082 | -31.5% | 0.34% | -24.7% |
Q1 2018 | $953,000 | -46.0% | 24,926 | -41.2% | 0.44% | -44.9% |
Q4 2017 | $1,765,000 | -0.6% | 42,403 | -1.8% | 0.81% | -11.3% |
Q3 2017 | $1,775,000 | +14.3% | 43,167 | +14.6% | 0.91% | +8.5% |
Q2 2017 | $1,553,000 | +12.9% | 37,679 | +11.8% | 0.84% | +9.4% |
Q1 2017 | $1,375,000 | -4.6% | 33,715 | -4.0% | 0.77% | -9.1% |
Q4 2016 | $1,441,000 | +263.0% | 35,115 | +277.1% | 0.84% | +243.1% |
Q3 2016 | $397,000 | +4.7% | 9,311 | +6.9% | 0.25% | +0.4% |
Q2 2016 | $379,000 | +19.9% | 8,714 | +14.2% | 0.24% | +13.4% |
Q1 2016 | $316,000 | +23.4% | 7,629 | +18.0% | 0.22% | -5.3% |
Q4 2015 | $256,000 | – | 6,467 | – | 0.23% | – |
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% |