SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,656 | +619.9% | 713 | +692.2% | 0.00% | – |
| Q2 2023 | $1,758 | +175700.0% | 90 | – | 0.00% | – |
| Q1 2023 | $1 | -99.8% | 0 | -100.0% | 0.00% | – |
| Q4 2022 | $541 | – | 28 | – | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2022 | $24,000 | +2300.0% | 1,129 | +5031.8% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 22 | -15.4% | 0.00% | – |
| Q4 2021 | $1,000 | -66.7% | 26 | -52.7% | 0.00% | – |
| Q2 2021 | $3,000 | +200.0% | 55 | +71.9% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -66.7% | 32 | -69.2% | 0.00% | – |
| Q1 2020 | $3,000 | -99.5% | 104 | -99.3% | 0.00% | -100.0% |
| Q4 2019 | $645,000 | -0.3% | 14,026 | +2.3% | 0.03% | -9.4% |
| Q3 2019 | $647,000 | +6.1% | 13,715 | -0.0% | 0.03% | +3.2% |
| Q2 2019 | $610,000 | +74.8% | 13,720 | +74.5% | 0.03% | +34.8% |
| Q1 2019 | $349,000 | +3777.8% | 7,864 | +3458.4% | 0.02% | +2200.0% |
| Q4 2018 | $9,000 | +350.0% | 221 | +309.3% | 0.00% | – |
| Q2 2018 | $2,000 | +100.0% | 54 | +92.9% | 0.00% | – |
| Q2 2017 | $1,000 | – | 28 | – | 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% |