SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 383 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $6,000 | +500.0% | 120 | +823.1% | 0.00% | – |
Q3 2021 | $1,000 | – | 13 | +225.0% | 0.00% | – |
Q4 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
Q1 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
Q4 2019 | $0 | – | 4 | 0.0% | 0.00% | – |
Q3 2019 | $0 | -100.0% | 4 | -99.2% | 0.00% | -100.0% |
Q4 2015 | $20,000 | – | 500 | – | 0.01% | – |
Download |
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% |