SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10 | -9.1% | 546 | 0.0% | 0.00% | -50.0% |
| Q1 2024 | $11 | 0.0% | 546 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $11 | +10.0% | 546 | -0.7% | 0.00% | 0.0% |
| Q3 2023 | $10 | -9.1% | 550 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11 | 0.0% | 550 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11 | 0.0% | 550 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11 | -99.9% | 550 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | -16.7% | 550 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $12,000 | -14.3% | 550 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | 0.0% | 550 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 275 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $13,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +18.2% | 275 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $11,000 | +10.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $10,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 275 | -7.4% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | 0.0% | 297 | 0.0% | 0.00% | -33.3% |
| Q1 2020 | $10,000 | -28.6% | 297 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $14,000 | -68.2% | 297 | -68.4% | 0.00% | -66.7% |
| Q3 2019 | $44,000 | +4.8% | 940 | +0.5% | 0.01% | 0.0% |
| Q2 2019 | $42,000 | 0.0% | 935 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $42,000 | +13.5% | 935 | -3.8% | 0.01% | 0.0% |
| Q4 2018 | $37,000 | -19.6% | 972 | -12.6% | 0.01% | -25.0% |
| Q3 2018 | $46,000 | 0.0% | 1,112 | +0.4% | 0.02% | -11.1% |
| Q2 2018 | $46,000 | +9.5% | 1,108 | 0.0% | 0.02% | +12.5% |
| Q1 2018 | $42,000 | -17.6% | 1,108 | -9.6% | 0.02% | -11.1% |
| Q4 2017 | $51,000 | -10.5% | 1,226 | -11.5% | 0.02% | -5.3% |
| Q3 2017 | $57,000 | -17.4% | 1,385 | -17.0% | 0.02% | -24.0% |
| Q2 2017 | $69,000 | -41.5% | 1,668 | -42.3% | 0.02% | -44.4% |
| Q1 2017 | $118,000 | -40.1% | 2,891 | -39.7% | 0.04% | -50.5% |
| Q4 2016 | $197,000 | -45.1% | 4,797 | -43.0% | 0.09% | -50.8% |
| Q3 2016 | $359,000 | +16.2% | 8,413 | +18.2% | 0.18% | +14.9% |
| Q2 2016 | $309,000 | +27.2% | 7,116 | +21.1% | 0.16% | +23.8% |
| Q1 2016 | $243,000 | -5.4% | 5,874 | -9.5% | 0.13% | -13.9% |
| Q4 2015 | $257,000 | -6.5% | 6,491 | -12.3% | 0.15% | -9.6% |
| Q3 2015 | $275,000 | -32.1% | 7,403 | -33.6% | 0.17% | -27.1% |
| Q2 2015 | $405,000 | -27.3% | 11,145 | -18.9% | 0.23% | -30.2% |
| Q1 2015 | $557,000 | -25.1% | 13,736 | -44.1% | 0.33% | -41.5% |
| Q4 2014 | $744,000 | – | 24,587 | – | 0.56% | – |
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% |