SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 384 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $838 | -9.4% | 41,955 | -7.9% | 0.00% | -50.0% |
Q1 2024 | $925 | -4.7% | 45,549 | -2.8% | 0.00% | 0.0% |
Q4 2023 | $971 | +18.4% | 46,864 | +1.4% | 0.00% | 0.0% |
Q3 2023 | $820 | -18.2% | 46,208 | -10.0% | 0.00% | 0.0% |
Q2 2023 | $1,003 | -16.1% | 51,368 | -16.3% | 0.00% | -33.3% |
Q1 2023 | $1,196 | +7.0% | 61,374 | +5.9% | 0.00% | 0.0% |
Q4 2022 | $1,118 | -99.9% | 57,957 | +1.3% | 0.00% | 0.0% |
Q3 2022 | $1,068,000 | -14.3% | 57,195 | -3.2% | 0.00% | 0.0% |
Q2 2022 | $1,246,000 | -14.5% | 59,093 | +0.9% | 0.00% | 0.0% |
Q1 2022 | $1,458,000 | -2.3% | 58,589 | +106.7% | 0.00% | 0.0% |
Q4 2021 | $1,493,000 | +21.5% | 28,346 | +5.3% | 0.00% | 0.0% |
Q3 2021 | $1,229,000 | -8.3% | 26,926 | -8.0% | 0.00% | 0.0% |
Q2 2021 | $1,340,000 | +31.8% | 29,274 | +18.2% | 0.00% | 0.0% |
Q1 2021 | $1,017,000 | +5.4% | 24,769 | -2.5% | 0.00% | 0.0% |
Q4 2020 | $965,000 | -15.4% | 25,417 | -21.2% | 0.00% | -25.0% |
Q3 2020 | $1,140,000 | -7.2% | 32,256 | -7.5% | 0.00% | -20.0% |
Q2 2020 | $1,228,000 | -2.4% | 34,889 | -9.2% | 0.01% | -16.7% |
Q1 2020 | $1,258,000 | -71.4% | 38,441 | -59.8% | 0.01% | -64.7% |
Q4 2019 | $4,399,000 | -42.6% | 95,721 | -41.1% | 0.02% | -48.5% |
Q3 2019 | $7,660,000 | -38.4% | 162,400 | -41.9% | 0.03% | -40.0% |
Q2 2019 | $12,428,000 | +13.3% | 279,666 | +13.3% | 0.06% | +7.8% |
Q1 2019 | $10,971,000 | +18.3% | 246,935 | +2.6% | 0.05% | +4.1% |
Q4 2018 | $9,272,000 | -4.9% | 240,778 | +3.1% | 0.05% | +4.3% |
Q3 2018 | $9,745,000 | +9.8% | 233,537 | +9.9% | 0.05% | +2.2% |
Q2 2018 | $8,879,000 | +488.0% | 212,524 | +438.3% | 0.05% | +475.0% |
Q1 2018 | $1,510,000 | -43.7% | 39,484 | -38.8% | 0.01% | -46.7% |
Q4 2017 | $2,684,000 | – | 64,488 | – | 0.02% | – |
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% |