SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $213,000 | -22.5% | 11,384 | -12.6% | 0.03% | -22.9% |
| Q2 2022 | $275,000 | -16.2% | 13,032 | -1.1% | 0.04% | -16.7% |
| Q1 2022 | $328,000 | -7.1% | 13,175 | +96.7% | 0.04% | -2.3% |
| Q4 2021 | $353,000 | +15.4% | 6,698 | 0.0% | 0.04% | +13.2% |
| Q3 2021 | $306,000 | -6.7% | 6,698 | -2.1% | 0.04% | 0.0% |
| Q2 2021 | $328,000 | +16.7% | 6,844 | 0.0% | 0.04% | +11.8% |
| Q1 2021 | $281,000 | +8.1% | 6,844 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $260,000 | -13.6% | 6,844 | -19.6% | 0.03% | -19.0% |
| Q3 2020 | $301,000 | -5.9% | 8,510 | -6.2% | 0.04% | -8.7% |
| Q2 2020 | $320,000 | +42.2% | 9,077 | +32.3% | 0.05% | +24.3% |
| Q1 2020 | $225,000 | -25.0% | 6,862 | +1.8% | 0.04% | -11.9% |
| Q2 2019 | $300,000 | 0.0% | 6,741 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $300,000 | +15.4% | 6,741 | 0.0% | 0.04% | +5.0% |
| Q4 2018 | $260,000 | +766.7% | 6,741 | +754.4% | 0.04% | +900.0% |
| Q1 2018 | $30,000 | – | 789 | – | 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% |