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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,204,000 | +7.6% | 34,171 | 0.0% | 0.11% | -4.3% |
| Q1 2020 | $1,119,000 | -28.7% | 34,171 | 0.0% | 0.12% | -12.8% |
| Q4 2019 | $1,570,000 | -2.6% | 34,171 | 0.0% | 0.13% | -4.3% |
| Q3 2019 | $1,612,000 | +6.1% | 34,171 | 0.0% | 0.14% | +10.3% |
| Q2 2019 | $1,519,000 | +0.1% | 34,171 | 0.0% | 0.13% | -2.3% |
| Q1 2019 | $1,518,000 | +12.6% | 34,171 | -2.3% | 0.13% | +2.4% |
| Q4 2018 | $1,348,000 | -10.5% | 34,991 | -3.1% | 0.13% | -1.6% |
| Q3 2018 | $1,506,000 | +2.0% | 36,092 | +2.1% | 0.13% | -7.2% |
| Q2 2018 | $1,477,000 | -19.1% | 35,353 | -26.0% | 0.14% | -22.0% |
| Q1 2018 | $1,826,000 | -8.1% | 47,744 | 0.0% | 0.18% | -8.3% |
| Q4 2017 | $1,987,000 | +1.2% | 47,744 | 0.0% | 0.19% | -11.9% |
| Q3 2017 | $1,964,000 | -0.2% | 47,744 | 0.0% | 0.22% | -2.2% |
| Q2 2017 | $1,968,000 | +1.1% | 47,744 | 0.0% | 0.22% | -3.0% |
| Q1 2017 | $1,947,000 | – | 47,744 | – | 0.23% | – |
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% |