SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,063 | -7.3% | 59,897 | +2.0% | 0.00% | -25.0% |
| Q2 2023 | $1,147 | -0.9% | 58,716 | -1.0% | 0.00% | 0.0% |
| Q1 2023 | $1,157 | +3.0% | 59,333 | +1.9% | 0.00% | 0.0% |
| Q4 2022 | $1,123 | -99.9% | 58,229 | +5.5% | 0.00% | 0.0% |
| Q3 2022 | $1,031,000 | -13.7% | 55,176 | -2.5% | 0.00% | -20.0% |
| Q2 2022 | $1,194,000 | -27.8% | 56,596 | -14.8% | 0.01% | -16.7% |
| Q1 2022 | $1,653,000 | -10.7% | 66,397 | +88.9% | 0.01% | -14.3% |
| Q4 2021 | $1,852,000 | +16.3% | 35,146 | +0.8% | 0.01% | 0.0% |
| Q3 2021 | $1,593,000 | -0.9% | 34,869 | -0.7% | 0.01% | -12.5% |
| Q2 2021 | $1,608,000 | +16.1% | 35,126 | +4.2% | 0.01% | +14.3% |
| Q1 2021 | $1,385,000 | +11.2% | 33,714 | +2.8% | 0.01% | 0.0% |
| Q4 2020 | $1,245,000 | +5.2% | 32,791 | -2.0% | 0.01% | 0.0% |
| Q3 2020 | $1,183,000 | +78.4% | 33,454 | +77.7% | 0.01% | +75.0% |
| Q2 2020 | $663,000 | -41.2% | 18,831 | -45.3% | 0.00% | -55.6% |
| Q1 2020 | $1,127,000 | -16.0% | 34,427 | +18.0% | 0.01% | 0.0% |
| Q4 2019 | $1,341,000 | +2.4% | 29,185 | +5.1% | 0.01% | -10.0% |
| Q3 2019 | $1,310,000 | +3.5% | 27,772 | -2.5% | 0.01% | 0.0% |
| Q2 2019 | $1,266,000 | +97.2% | 28,481 | +97.0% | 0.01% | +66.7% |
| Q1 2019 | $642,000 | -33.4% | 14,457 | -42.2% | 0.01% | +20.0% |
| Q4 2018 | $964,000 | +58.8% | 25,022 | +72.0% | 0.01% | 0.0% |
| Q3 2018 | $607,000 | -50.1% | 14,548 | -50.0% | 0.01% | -16.7% |
| Q2 2018 | $1,216,000 | +122.3% | 29,086 | +103.5% | 0.01% | +20.0% |
| Q1 2018 | $547,000 | +25.2% | 14,295 | +36.2% | 0.01% | +25.0% |
| Q4 2017 | $437,000 | -1.8% | 10,494 | -3.1% | 0.00% | -20.0% |
| Q3 2017 | $445,000 | -1.3% | 10,833 | -1.1% | 0.01% | 0.0% |
| Q2 2017 | $451,000 | +6.9% | 10,949 | +5.8% | 0.01% | 0.0% |
| Q1 2017 | $422,000 | – | 10,347 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 353,244 | $6,270,077 | 5.78% |
| Pioneer Wealth Management Group | 361,313 | $6,413,301 | 4.88% |
| Upper Left Wealth Management, LLC | 191,048 | $3,391,102 | 3.53% |
| Moisand Fitzgerald Tamayo, LLC | 936,635 | $16,625,273 | 3.51% |
| Courage Miller Partners, LLC | 439,956 | $7,809,223 | 3.20% |
| RATIONAL ADVISORS LLC | 1,804,550 | $32,030,763 | 2.90% |
| WEALTH MANAGEMENT RESOURCES, INC. | 334,233 | $5,932,464 | 2.87% |
| Gunma Bank,Ltd. | 221,000 | $3,923 | 2.86% |
| BlueSky Wealth Advisors, LLC | 770,541 | $13,677,094 | 2.80% |
| Firestone Capital Management | 428,479 | $7,605,508 | 2.60% |