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 2019 | $581,000 | +28.0% | 12,321 | +20.7% | 0.10% | +26.0% |
| Q2 2019 | $454,000 | +3.4% | 10,211 | +3.2% | 0.08% | -1.3% |
| Q1 2019 | $439,000 | +11.1% | 9,891 | -3.7% | 0.08% | -2.5% |
| Q4 2018 | $395,000 | -17.7% | 10,266 | -10.7% | 0.08% | -8.0% |
| Q3 2018 | $480,000 | +3.7% | 11,491 | +3.7% | 0.09% | -1.1% |
| Q2 2018 | $463,000 | +22.2% | 11,076 | +11.9% | 0.09% | +18.9% |
| Q1 2018 | $379,000 | +4.7% | 9,896 | +13.8% | 0.07% | +1.4% |
| Q4 2017 | $362,000 | -4.2% | 8,696 | -5.4% | 0.07% | -7.6% |
| Q3 2017 | $378,000 | +17.8% | 9,195 | +4.1% | 0.08% | -14.1% |
| Q2 2015 | $321,000 | -2.7% | 8,836 | +8.5% | 0.09% | -7.1% |
| Q1 2015 | $330,000 | +14.2% | 8,144 | +9.6% | 0.10% | -8.3% |
| Q4 2014 | $289,000 | +32.6% | 7,431 | +16.3% | 0.11% | +38.5% |
| Q3 2014 | $218,000 | 0.0% | 6,388 | +3.7% | 0.08% | -11.4% |
| Q2 2014 | $218,000 | – | 6,162 | – | 0.09% | – |
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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% |