SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 158 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,716 | -62.6% | 322 | -58.9% | 0.00% | -100.0% |
| Q1 2023 | $15,302 | -14.3% | 784 | -15.2% | 0.00% | 0.0% |
| Q4 2022 | $17,854 | +5.0% | 925 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -10.5% | 919 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -17.4% | 913 | +101.5% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +666.7% | 453 | +520.5% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 73 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | +50.0% | 73 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | – | 73 | +356.2% | 0.00% | – |
| Q3 2020 | $0 | – | 16 | – | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $675,000 | +13.3% | 15,233 | -1.7% | 0.05% | +1.9% |
| Q4 2018 | $596,000 | -47.5% | 15,495 | -43.1% | 0.05% | -39.8% |
| Q3 2018 | $1,135,000 | -12.5% | 27,222 | -12.4% | 0.09% | -19.3% |
| Q2 2018 | $1,297,000 | – | 31,073 | – | 0.11% | – |
| Q2 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2015 | $99,000 | +1880.0% | 2,687 | +1691.3% | 0.02% | +1400.0% |
| Q4 2014 | $5,000 | – | 150 | – | 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% |