SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $542 | -39.6% | 30,530 | -33.6% | 0.00% | -50.0% |
| Q2 2023 | $898 | -9.6% | 45,993 | -9.7% | 0.01% | -14.3% |
| Q1 2023 | $993 | +3210.0% | 50,910 | +3140.6% | 0.01% | – |
| Q4 2022 | $30 | -99.6% | 1,571 | +300.8% | 0.00% | – |
| Q3 2022 | $7,000 | -58.8% | 392 | -52.4% | 0.00% | – |
| Q2 2022 | $17,000 | -32.0% | 823 | -19.0% | 0.00% | – |
| Q1 2022 | $25,000 | +25.0% | 1,016 | +169.5% | 0.00% | – |
| Q4 2021 | $20,000 | +53.8% | 377 | +35.1% | 0.00% | – |
| Q2 2021 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q4 2020 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q3 2020 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q2 2020 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q1 2020 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | +160.0% | 279 | +96.5% | 0.00% | – |
| Q4 2018 | $5,000 | -16.7% | 142 | +7.6% | 0.00% | – |
| Q3 2018 | $6,000 | +50.0% | 132 | +50.0% | 0.00% | – |
| Q2 2018 | $4,000 | +33.3% | 88 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | -25.0% | 88 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | -42.9% | 88 | -50.3% | 0.00% | – |
| Q3 2017 | $7,000 | +75.0% | 177 | +101.1% | 0.00% | – |
| Q2 2017 | $4,000 | – | 88 | – | 0.00% | – |
Download | ||||||
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% |