SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 233 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $794,000 | -80.4% | 6,500 | +374.8% | 0.07% | -83.0% |
| Q1 2022 | $4,052,000 | -19.1% | 1,369 | -98.9% | 0.40% | -62.5% |
| Q4 2017 | $5,011,000 | +3.4% | 120,410 | +2.2% | 1.05% | -4.3% |
| Q3 2017 | $4,845,000 | +3.5% | 117,788 | +3.7% | 1.10% | -2.2% |
| Q2 2017 | $4,681,000 | +10.2% | 113,591 | +9.1% | 1.12% | +4.1% |
| Q1 2017 | $4,247,000 | +20.9% | 104,147 | +21.6% | 1.08% | +12.4% |
| Q4 2016 | $3,513,000 | +28.3% | 85,618 | +33.3% | 0.96% | +23.3% |
| Q3 2016 | $2,739,000 | +23.9% | 64,212 | +26.1% | 0.78% | +18.5% |
| Q2 2016 | $2,211,000 | – | 50,905 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
| Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
| Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
| Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
| WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
| RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
| Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
| Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
| Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
| Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |