SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $568 | -13.4% | 29,100 | -14.4% | 0.00% | 0.0% |
| Q4 2022 | $656 | -100.0% | 34,000 | -81.7% | 0.00% | -80.0% |
| Q3 2022 | $3,476,000 | +264.7% | 186,000 | +311.5% | 0.01% | +400.0% |
| Q2 2022 | $953,000 | +40.1% | 45,200 | +250.4% | 0.00% | 0.0% |
| Q4 2021 | $680,000 | +84.8% | 12,900 | +33.0% | 0.00% | – |
| Q4 2020 | $368,000 | +54.0% | 9,700 | +32.9% | 0.00% | – |
| Q1 2020 | $239,000 | +10.6% | 7,300 | +55.3% | 0.00% | – |
| Q4 2019 | $216,000 | -80.0% | 4,700 | -83.3% | 0.00% | -100.0% |
| Q4 2018 | $1,082,000 | +178.9% | 28,100 | +202.2% | 0.00% | – |
| Q3 2018 | $388,000 | -38.9% | 9,300 | -44.0% | 0.00% | – |
| Q2 2018 | $635,000 | 0.0% | 16,600 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $635,000 | +93.0% | 16,600 | +110.1% | 0.00% | – |
| Q4 2017 | $329,000 | – | 7,900 | – | 0.00% | – |
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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% |