SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $94,314 | +89722.9% | 5,313 | -0.7% | 0.04% | -8.5% |
Q2 2023 | $105 | +1.0% | 5,353 | 0.0% | 0.05% | -6.0% |
Q1 2023 | $104 | +15.6% | 5,353 | +14.8% | 0.05% | +8.7% |
Q4 2022 | $90 | -99.9% | 4,662 | -12.9% | 0.05% | -11.5% |
Q3 2022 | $100,000 | -11.5% | 5,352 | +0.0% | 0.05% | -7.1% |
Q2 2022 | $113,000 | -15.0% | 5,351 | 0.0% | 0.06% | +3.7% |
Q1 2022 | $133,000 | -5.7% | 5,351 | +100.0% | 0.05% | +1.9% |
Q4 2021 | $141,000 | +15.6% | 2,676 | 0.0% | 0.05% | +3.9% |
Q3 2021 | $122,000 | -4.7% | 2,676 | 0.0% | 0.05% | -3.8% |
Q2 2021 | $128,000 | +18.5% | 2,676 | +1.5% | 0.05% | +1.9% |
Q1 2021 | $108,000 | +8.0% | 2,636 | +0.0% | 0.05% | +2.0% |
Q4 2020 | $100,000 | -2.9% | 2,635 | -2.6% | 0.05% | -5.6% |
Q3 2020 | $103,000 | +8.4% | 2,705 | 0.0% | 0.05% | -8.5% |
Q2 2020 | $95,000 | +8.0% | 2,705 | +8.0% | 0.06% | 0.0% |
Q1 2020 | $88,000 | -1.1% | 2,505 | +29.7% | 0.06% | +1.7% |
Q4 2019 | $89,000 | +3.5% | 1,932 | +5.5% | 0.06% | -4.9% |
Q3 2019 | $86,000 | -6.5% | 1,831 | -11.0% | 0.06% | -9.0% |
Q2 2019 | $92,000 | -9.8% | 2,058 | -10.5% | 0.07% | -15.2% |
Q1 2019 | $102,000 | +15.9% | 2,300 | +0.4% | 0.08% | +2.6% |
Q4 2018 | $88,000 | -4.3% | 2,290 | 0.0% | 0.08% | +20.3% |
Q3 2018 | $92,000 | -3.2% | 2,290 | 0.0% | 0.06% | +4.9% |
Q2 2018 | $95,000 | -1.0% | 2,290 | -9.2% | 0.06% | -9.0% |
Q1 2018 | $96,000 | -24.4% | 2,522 | -17.6% | 0.07% | -33.7% |
Q4 2017 | $127,000 | – | 3,060 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matrix Trust Co | 2,011,870 | $50,075,000 | 12.38% |
Gunma Bank,Ltd. | 126,000 | $3,136,000 | 7.42% |
Strategic Financial Planning, Inc. | 314,632 | $7,831,000 | 6.51% |
Tradewinds Capital Management, LLC | 1,557,898 | $38,776,000 | 6.29% |
RATIONAL ADVISORS LLC | 3,556,777 | $88,528,000 | 5.24% |
Moisand Fitzgerald Tamayo, LLC | 441,129 | $10,980,000 | 5.00% |
WEALTH MANAGEMENT RESOURCES, INC. | 261,709 | $6,514,000 | 4.50% |
Cypress Point Wealth Management, LLC | 168,758 | $4,200,000 | 4.27% |
Upper Left Wealth Management, LLC | 154,040 | $3,914,000 | 4.06% |
Northwest Quadrant Wealth Management, LLC | 576,045 | $14,551,000 | 3.99% |