SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,097,630 | +16.7% | 53,000 | 0.0% | 0.25% | +6.9% |
| Q3 2023 | $940,750 | -9.1% | 53,000 | 0.0% | 0.23% | -5.7% |
| Q2 2023 | $1,035,090 | +0.2% | 53,000 | 0.0% | 0.25% | -1.6% |
| Q1 2023 | $1,033,500 | +98422.4% | 53,000 | -2.6% | 0.25% | -4.2% |
| Q4 2022 | $1,049 | -99.9% | 54,400 | 0.0% | 0.26% | +3.6% |
| Q3 2022 | $1,017,000 | -11.3% | 54,400 | 0.0% | 0.25% | -5.2% |
| Q2 2022 | $1,147,000 | -15.3% | 54,400 | 0.0% | 0.27% | +6.8% |
| Q1 2022 | $1,354,000 | -5.5% | 54,400 | +100.0% | 0.25% | -1.2% |
| Q4 2021 | $1,433,000 | +15.4% | 27,200 | 0.0% | 0.25% | +8.1% |
| Q3 2021 | $1,242,000 | -0.8% | 27,200 | -0.5% | 0.23% | -0.4% |
| Q2 2021 | $1,252,000 | +12.2% | 27,350 | +0.7% | 0.24% | +5.4% |
| Q1 2021 | $1,116,000 | +8.2% | 27,150 | 0.0% | 0.22% | +3.7% |
| Q4 2020 | $1,031,000 | +7.4% | 27,150 | 0.0% | 0.22% | -6.5% |
| Q3 2020 | $960,000 | +0.4% | 27,150 | 0.0% | 0.23% | -7.3% |
| Q2 2020 | $956,000 | +13.7% | 27,150 | +5.6% | 0.25% | -2.4% |
| Q1 2020 | $841,000 | -34.6% | 25,700 | -8.1% | 0.25% | -17.0% |
| Q4 2019 | $1,285,000 | -2.5% | 27,950 | 0.0% | 0.31% | -9.5% |
| Q3 2019 | $1,318,000 | +3.9% | 27,950 | -2.1% | 0.34% | +1.5% |
| Q2 2019 | $1,269,000 | +0.1% | 28,550 | 0.0% | 0.33% | -3.5% |
| Q1 2019 | $1,268,000 | +14.5% | 28,550 | -0.7% | 0.34% | +4.2% |
| Q4 2018 | $1,107,000 | -8.4% | 28,750 | -0.7% | 0.33% | +4.7% |
| Q3 2018 | $1,208,000 | -0.2% | 28,950 | 0.0% | 0.32% | -5.4% |
| Q2 2018 | $1,210,000 | +4.0% | 28,950 | -4.8% | 0.33% | +1.5% |
| Q1 2018 | $1,163,000 | +83.7% | 30,400 | +100.0% | 0.33% | -6.0% |
| Q4 2017 | $633,000 | -49.4% | 15,200 | -50.0% | 0.35% | -3.3% |
| Q3 2017 | $1,250,000 | +96.2% | 30,400 | +96.8% | 0.36% | -5.5% |
| Q2 2017 | $637,000 | -4.2% | 15,450 | -5.2% | 0.38% | -6.1% |
| Q1 2017 | $665,000 | -3.5% | 16,300 | -3.0% | 0.41% | -6.0% |
| Q4 2016 | $689,000 | -53.8% | 16,800 | -51.9% | 0.43% | -9.2% |
| Q3 2016 | $1,491,000 | -9.2% | 34,950 | -7.5% | 0.48% | -13.1% |
| Q2 2016 | $1,642,000 | -0.2% | 37,800 | -4.9% | 0.55% | -0.5% |
| Q1 2016 | $1,646,000 | +5.5% | 39,750 | +1.0% | 0.55% | +3.8% |
| Q4 2015 | $1,560,000 | +105.3% | 39,350 | +92.7% | 0.53% | -3.3% |
| Q3 2015 | $760,000 | +2.0% | 20,425 | -0.5% | 0.55% | +11.3% |
| Q2 2015 | $745,000 | -11.0% | 20,525 | -0.6% | 0.50% | -12.2% |
| Q1 2015 | $837,000 | +1.2% | 20,650 | -2.7% | 0.56% | -11.5% |
| Q4 2014 | $827,000 | +15.5% | 21,225 | +1.0% | 0.64% | +12.9% |
| Q3 2014 | $716,000 | -3.1% | 21,025 | +0.6% | 0.56% | -0.4% |
| Q2 2014 | $739,000 | +6.0% | 20,900 | -0.7% | 0.57% | -0.5% |
| Q1 2014 | $697,000 | – | 21,050 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 353,244 | $6,270,077 | 5.78% |
| Pioneer Wealth Management Group | 361,313 | $6,413,301 | 4.88% |
| Upper Left Wealth Management, LLC | 191,048 | $3,391,102 | 3.53% |
| Moisand Fitzgerald Tamayo, LLC | 936,635 | $16,625,273 | 3.51% |
| Courage Miller Partners, LLC | 439,956 | $7,809,223 | 3.20% |
| RATIONAL ADVISORS LLC | 1,804,550 | $32,030,763 | 2.90% |
| WEALTH MANAGEMENT RESOURCES, INC. | 334,233 | $5,932,464 | 2.87% |
| Gunma Bank,Ltd. | 221,000 | $3,923 | 2.86% |
| BlueSky Wealth Advisors, LLC | 770,541 | $13,677,094 | 2.80% |
| Firestone Capital Management | 428,479 | $7,605,508 | 2.60% |