SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 424 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $514,000 | -36.4% | 26,621 | -38.4% | 0.41% | -43.1% |
Q3 2022 | $808,000 | +304.0% | 43,249 | +356.7% | 0.72% | +338.4% |
Q2 2022 | $200,000 | -21.9% | 9,470 | -7.8% | 0.16% | -12.8% |
Q1 2022 | $256,000 | -36.3% | 10,275 | +5.1% | 0.19% | -43.9% |
Q1 2021 | $402,000 | -63.6% | 9,779 | -66.4% | 0.34% | -64.7% |
Q4 2020 | $1,105,000 | +149.4% | 29,103 | +132.4% | 0.95% | +112.6% |
Q3 2020 | $443,000 | -34.6% | 12,521 | -15.0% | 0.45% | -36.9% |
Q4 2019 | $677,000 | -35.2% | 14,726 | -33.5% | 0.71% | -42.6% |
Q3 2019 | $1,045,000 | -41.0% | 22,157 | -44.4% | 1.23% | -44.5% |
Q2 2019 | $1,770,000 | -9.9% | 39,840 | -9.9% | 2.22% | -12.6% |
Q1 2019 | $1,964,000 | +21.2% | 44,214 | +5.1% | 2.54% | +8.5% |
Q4 2018 | $1,620,000 | – | 42,062 | – | 2.34% | – |
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% |