SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 461 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 2.93 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $359 | -89.8% | 18 | -89.6% | 0.00% | – |
Q1 2024 | $3,512 | +16623.8% | 173 | +17200.0% | 0.00% | – |
Q4 2023 | $21 | -99.9% | 1 | -99.9% | 0.00% | – |
Q3 2023 | $23,147 | -54.0% | 1,304 | -49.4% | 0.00% | – |
Q2 2023 | $50,368 | -16.8% | 2,579 | -16.9% | 0.00% | -100.0% |
Q1 2023 | $60,548 | -3.5% | 3,105 | -4.6% | 0.00% | 0.0% |
Q4 2022 | $62,769 | +318.5% | 3,254 | +311.4% | 0.00% | – |
Q3 2022 | $15,000 | -11.8% | 791 | 0.0% | 0.00% | – |
Q2 2022 | $17,000 | -15.0% | 791 | 0.0% | 0.00% | – |
Q1 2022 | $20,000 | -4.8% | 791 | +99.7% | 0.00% | – |
Q4 2021 | $21,000 | +16.7% | 396 | +0.3% | 0.00% | – |
Q3 2021 | $18,000 | 0.0% | 395 | 0.0% | 0.00% | – |
Q2 2021 | $18,000 | +12.5% | 395 | 0.0% | 0.00% | – |
Q1 2021 | $16,000 | +6.7% | 395 | 0.0% | 0.00% | – |
Q4 2020 | $15,000 | +7.1% | 395 | 0.0% | 0.00% | – |
Q3 2020 | $14,000 | 0.0% | 395 | 0.0% | 0.00% | – |
Q2 2020 | $14,000 | -60.0% | 395 | -47.3% | 0.00% | -100.0% |
Q3 2019 | $35,000 | +12.9% | 749 | -0.1% | 0.00% | 0.0% |
Q3 2017 | $31,000 | -41.5% | 750 | -39.8% | 0.00% | 0.0% |
Q3 2016 | $53,000 | -1.9% | 1,245 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $54,000 | – | 1,245 | – | 0.00% | – |
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% |