SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. 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 | $4,146,000 | +49.4% | 87,903 | +22.0% | 4.46% | +28.9% |
| Q4 2018 | $2,775,000 | -16.7% | 72,068 | -11.2% | 3.46% | -11.9% |
| Q4 2016 | $3,330,000 | -4.5% | 81,130 | -0.8% | 3.93% | -1.4% |
| Q3 2016 | $3,487,000 | -5.4% | 81,758 | -3.6% | 3.99% | -5.7% |
| Q2 2016 | $3,685,000 | +2.8% | 84,828 | -2.1% | 4.23% | -0.1% |
| Q1 2016 | $3,586,000 | -55.6% | 86,627 | -57.4% | 4.24% | -54.0% |
| Q4 2015 | $8,068,000 | +0.5% | 203,536 | -5.7% | 9.21% | +2.1% |
| Q3 2015 | $8,029,000 | +1.2% | 215,901 | -1.1% | 9.03% | +13.8% |
| Q2 2015 | $7,930,000 | -8.7% | 218,348 | +2.0% | 7.93% | -8.3% |
| Q1 2015 | $8,682,000 | +3.1% | 214,117 | -0.9% | 8.65% | +2.3% |
| Q4 2014 | $8,419,000 | – | 216,156 | – | 8.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 338,449 | $6,609,903 | 5.85% |
| Pioneer Wealth Management Group | 317,504 | $6,200,848 | 4.93% |
| Upper Left Wealth Management, LLC | 176,799 | $3,452,885 | 3.84% |
| Moisand Fitzgerald Tamayo, LLC | 909,572 | $17,763,944 | 3.63% |
| WEALTH MANAGEMENT RESOURCES, INC. | 318,515 | $6,220,600 | 3.62% |
| Cypress Point Wealth Management, LLC | 172,872 | $3,376,182 | 3.60% |
| Courage Miller Partners, LLC | 401,282 | $7,837,042 | 3.26% |
| RATIONAL ADVISORS LLC | 1,962,413 | $38,325,926 | 3.17% |
| Gunma Bank,Ltd. | 221,000 | $4,316 | 2.92% |
| Firestone Capital Management | 439,086 | $8,755,376 | 2.85% |