SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 368 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 1.26 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $52,000 | 0.0% | 2,096 | +113.0% | 0.02% | 0.0% |
| Q4 2021 | $52,000 | +33.3% | 984 | +15.9% | 0.02% | +23.1% |
| Q3 2021 | $39,000 | -46.6% | 849 | -46.5% | 0.01% | -48.0% |
| Q2 2021 | $73,000 | +12.3% | 1,586 | +0.2% | 0.02% | 0.0% |
| Q1 2021 | $65,000 | +20.4% | 1,583 | +12.0% | 0.02% | +4.2% |
| Q4 2020 | $54,000 | +8.0% | 1,414 | +0.4% | 0.02% | -4.0% |
| Q3 2020 | $50,000 | +2.0% | 1,408 | +0.2% | 0.02% | -3.8% |
| Q2 2020 | $49,000 | +8.9% | 1,405 | +2.0% | 0.03% | -13.3% |
| Q1 2020 | $45,000 | -28.6% | 1,378 | +0.1% | 0.03% | -16.7% |
| Q4 2019 | $63,000 | -3.1% | 1,376 | +0.4% | 0.04% | -7.7% |
| Q3 2019 | $65,000 | -4.4% | 1,370 | -10.4% | 0.04% | -4.9% |
| Q2 2019 | $68,000 | 0.0% | 1,529 | 0.0% | 0.04% | -4.7% |
| Q1 2019 | $68,000 | +74.4% | 1,529 | +50.6% | 0.04% | +53.6% |
| Q4 2018 | $39,000 | -2.5% | 1,015 | 0.0% | 0.03% | +3.7% |
| Q3 2018 | $40,000 | +33.3% | 1,015 | +39.4% | 0.03% | +22.7% |
| Q2 2018 | $30,000 | +57.9% | 728 | +45.6% | 0.02% | +57.1% |
| Q1 2018 | $19,000 | – | 500 | – | 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% |