SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 363 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 1.26 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,372,000 | -57.0% | 67,343 | -60.0% | 3.07% | -38.8% |
| Q1 2020 | $5,510,000 | -43.2% | 168,285 | -20.3% | 5.01% | -7.9% |
| Q4 2019 | $9,706,000 | -3.9% | 211,194 | -1.4% | 5.44% | -27.4% |
| Q3 2019 | $10,102,000 | +39.6% | 214,152 | +17.6% | 7.50% | +72.9% |
| Q2 2019 | $7,237,000 | -42.1% | 182,114 | -35.3% | 4.33% | -38.8% |
| Q1 2019 | $12,498,000 | +403.1% | 281,303 | +303.9% | 7.08% | +538.3% |
| Q4 2018 | $2,484,000 | -81.0% | 69,649 | -77.8% | 1.11% | -87.0% |
| Q3 2018 | $13,072,000 | +48.1% | 313,250 | +48.3% | 8.51% | +124.5% |
| Q2 2018 | $8,828,000 | – | 211,296 | – | 3.79% | – |
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% |