SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,889,000 | +141.6% | 61,246 | +127.5% | 0.02% | +150.0% |
| Q2 2019 | $1,196,000 | -1.2% | 26,926 | -1.1% | 0.01% | 0.0% |
| Q1 2019 | $1,210,000 | -64.7% | 27,225 | -69.4% | 0.01% | -70.0% |
| Q4 2018 | $3,428,000 | -12.8% | 89,031 | -5.5% | 0.02% | 0.0% |
| Q3 2018 | $3,933,000 | -2.6% | 94,242 | -2.5% | 0.02% | -9.1% |
| Q2 2018 | $4,038,000 | +244.8% | 96,626 | +215.7% | 0.02% | +214.3% |
| Q1 2018 | $1,171,000 | -61.6% | 30,606 | -58.2% | 0.01% | -61.1% |
| Q4 2017 | $3,048,000 | +0.3% | 73,237 | -0.9% | 0.02% | 0.0% |
| Q3 2017 | $3,040,000 | -0.3% | 73,917 | -0.1% | 0.02% | -5.3% |
| Q2 2017 | $3,049,000 | -36.3% | 73,991 | -37.0% | 0.02% | -38.7% |
| Q1 2017 | $4,786,000 | -10.0% | 117,358 | -9.5% | 0.03% | -3.1% |
| Q4 2016 | $5,317,000 | -21.0% | 129,616 | -17.8% | 0.03% | -23.8% |
| Q3 2016 | $6,727,000 | -2.2% | 157,772 | -0.4% | 0.04% | 0.0% |
| Q2 2016 | $6,879,000 | +3.4% | 158,401 | -1.5% | 0.04% | +2.4% |
| Q1 2016 | $6,655,000 | +4.4% | 160,785 | -0.0% | 0.04% | +5.1% |
| Q4 2015 | $6,373,000 | -6.7% | 160,823 | -12.5% | 0.04% | -15.2% |
| Q3 2015 | $6,833,000 | +16.4% | 183,780 | +13.6% | 0.05% | +21.1% |
| Q2 2015 | $5,872,000 | -10.7% | 161,725 | -0.2% | 0.04% | -9.5% |
| Q1 2015 | $6,572,000 | +15.4% | 162,121 | +10.8% | 0.04% | +7.7% |
| Q4 2014 | $5,696,000 | +53.3% | 146,289 | +34.1% | 0.04% | +50.0% |
| Q3 2014 | $3,715,000 | -51.6% | 109,111 | -49.7% | 0.03% | -50.9% |
| Q2 2014 | $7,670,000 | +90.7% | 216,882 | +78.5% | 0.05% | +253.3% |
| Q1 2014 | $4,022,000 | – | 121,490 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,011,870 | $50,075,000 | 12.38% |
| Gunma Bank,Ltd. | 126,000 | $3,136,000 | 7.42% |
| Strategic Financial Planning, Inc. | 314,632 | $7,831,000 | 6.51% |
| Tradewinds Capital Management, LLC | 1,557,898 | $38,776,000 | 6.29% |
| RATIONAL ADVISORS LLC | 3,556,777 | $88,528,000 | 5.24% |
| Moisand Fitzgerald Tamayo, LLC | 441,129 | $10,980,000 | 5.00% |
| WEALTH MANAGEMENT RESOURCES, INC. | 261,709 | $6,514,000 | 4.50% |
| Cypress Point Wealth Management, LLC | 168,758 | $4,200,000 | 4.27% |
| Upper Left Wealth Management, LLC | 154,040 | $3,914,000 | 4.06% |
| Northwest Quadrant Wealth Management, LLC | 576,045 | $14,551,000 | 3.99% |