SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 377 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,330 | -18.3% | 17,470 | -8.4% | 0.05% | -15.6% |
| Q2 2023 | $372,654 | +0.0% | 19,081 | -0.1% | 0.06% | -5.9% |
| Q1 2023 | $372,589 | +15.7% | 19,107 | +108.9% | 0.07% | -20.0% |
| Q2 2020 | $322,000 | +3.9% | 9,148 | -3.5% | 0.08% | -10.5% |
| Q1 2020 | $310,000 | -45.5% | 9,478 | -23.5% | 0.10% | -36.7% |
| Q4 2019 | $569,000 | -11.9% | 12,388 | -9.9% | 0.15% | -25.0% |
| Q3 2019 | $646,000 | -76.9% | 13,753 | -78.2% | 0.20% | -77.9% |
| Q2 2019 | $2,799,000 | +2.0% | 62,991 | +2.0% | 0.90% | -0.3% |
| Q1 2019 | $2,743,000 | +12.3% | 61,730 | +3.5% | 0.91% | +5.1% |
| Q4 2018 | $2,442,000 | -8.6% | 59,659 | -6.8% | 0.86% | -2.7% |
| Q3 2018 | $2,671,000 | +6.3% | 64,017 | +6.4% | 0.89% | -4.4% |
| Q2 2018 | $2,513,000 | – | 60,152 | – | 0.93% | – |
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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% |