SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $214,940 | -2.3% | 11,023 | -3.4% | 0.00% | 0.0% |
| Q4 2022 | $220,033 | +3.3% | 11,407 | -0.1% | 0.00% | -33.3% |
| Q3 2022 | $213,000 | +4.9% | 11,423 | +18.6% | 0.01% | +20.0% |
| Q2 2022 | $203,000 | -16.1% | 9,635 | -0.8% | 0.01% | 0.0% |
| Q1 2022 | $242,000 | -4.3% | 9,709 | +102.0% | 0.01% | 0.0% |
| Q4 2021 | $253,000 | +12.9% | 4,807 | -2.1% | 0.01% | +25.0% |
| Q3 2021 | $224,000 | -5.1% | 4,910 | -4.6% | 0.00% | -33.3% |
| Q2 2021 | $236,000 | -72.8% | 5,146 | -72.6% | 0.01% | -83.8% |
| Q4 2019 | $867,000 | -7.7% | 18,799 | -5.8% | 0.04% | -9.8% |
| Q3 2019 | $939,000 | +13.1% | 19,963 | +7.4% | 0.04% | +10.8% |
| Q2 2019 | $830,000 | +3.4% | 18,583 | +3.4% | 0.04% | -7.5% |
| Q1 2019 | $803,000 | +18.4% | 17,972 | +1.3% | 0.04% | 0.0% |
| Q4 2018 | $678,000 | -0.1% | 17,740 | +9.1% | 0.04% | +21.2% |
| Q3 2018 | $679,000 | +50.2% | 16,259 | +51.5% | 0.03% | +26.9% |
| Q2 2018 | $452,000 | +13.6% | 10,729 | +2.1% | 0.03% | +8.3% |
| Q1 2018 | $398,000 | -10.8% | 10,508 | -1.6% | 0.02% | -11.1% |
| Q4 2017 | $446,000 | +87.4% | 10,675 | +85.7% | 0.03% | +92.9% |
| Q3 2017 | $238,000 | +3.5% | 5,748 | +3.5% | 0.01% | 0.0% |
| Q2 2017 | $230,000 | -71.1% | 5,551 | -75.2% | 0.01% | -84.3% |
| Q2 2014 | $797,000 | +9.2% | 22,350 | +1.3% | 0.09% | -11.0% |
| Q1 2014 | $730,000 | – | 22,065 | – | 0.10% | – |
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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% |