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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,583 | +17.3% | 179 | +19.3% | 0.00% | 0.0% |
| Q1 2024 | $3,054 | -1.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $3,099 | -54.2% | 150 | -60.6% | 0.00% | -50.0% |
| Q3 2023 | $6,767 | -19.2% | 381 | -11.2% | 0.00% | 0.0% |
| Q2 2023 | $8,375 | +1.1% | 429 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $8,281 | +48611.8% | 425 | -51.4% | 0.00% | -66.7% |
| Q4 2022 | $17 | -99.8% | 874 | +100.0% | 0.01% | +100.0% |
| Q3 2022 | $8,000 | -11.1% | 437 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 434 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 431 | +98.6% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | +10.0% | 217 | +0.9% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 215 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 214 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 213 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | -80.5% | 212 | -81.9% | 0.00% | -82.4% |
| Q3 2020 | $41,000 | -14.6% | 1,169 | -15.9% | 0.02% | +13.3% |
| Q2 2020 | $48,000 | -21.3% | 1,390 | -25.3% | 0.02% | -44.4% |
| Q1 2020 | $61,000 | -74.4% | 1,861 | -64.0% | 0.03% | -71.9% |
| Q4 2019 | $238,000 | +2.6% | 5,169 | +4.1% | 0.10% | -27.3% |
| Q3 2019 | $232,000 | +52.6% | 4,964 | +45.5% | 0.13% | +45.1% |
| Q2 2019 | $152,000 | -13.1% | 3,412 | -13.8% | 0.09% | -24.2% |
| Q1 2019 | $175,000 | +10.8% | 3,957 | -3.3% | 0.12% | -13.7% |
| Q4 2018 | $158,000 | – | 4,094 | – | 0.14% | – |
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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% |