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 2022 | $17,322 | +15.5% | 898 | +18.3% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -11.8% | 759 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -10.5% | 759 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | +46.2% | 759 | +216.2% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | -65.8% | 240 | -71.4% | 0.00% | -66.7% |
| Q3 2021 | $38,000 | +245.5% | 839 | +251.0% | 0.00% | +200.0% |
| Q2 2021 | $11,000 | +57.1% | 239 | +34.3% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | -50.0% | 178 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | +133.3% | 356 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | +500.0% | 178 | +947.1% | 0.00% | – |
| Q4 2019 | $1,000 | -94.7% | 17 | -96.1% | 0.00% | -100.0% |
| Q2 2019 | $19,000 | +11.8% | 436 | +14.4% | 0.00% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 381 | +0.3% | 0.00% | 0.0% |
| Q4 2018 | $15,000 | -6.2% | 380 | +2.2% | 0.00% | 0.0% |
| Q3 2018 | $16,000 | -85.2% | 372 | -85.6% | 0.00% | -84.6% |
| Q2 2018 | $108,000 | +9.1% | 2,589 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $99,000 | -5.7% | 2,589 | +2.9% | 0.01% | -7.7% |
| Q4 2017 | $105,000 | +32.9% | 2,517 | +30.5% | 0.01% | +30.0% |
| Q3 2017 | $79,000 | +2.6% | 1,929 | +2.7% | 0.01% | 0.0% |
| Q2 2017 | $77,000 | -11.5% | 1,879 | -11.5% | 0.01% | -9.1% |
| Q1 2017 | $87,000 | -31.0% | 2,124 | -31.0% | 0.01% | -42.1% |
| Q4 2016 | $126,000 | -26.7% | 3,077 | -23.7% | 0.02% | -26.9% |
| Q3 2016 | $172,000 | -1.7% | 4,031 | +0.1% | 0.03% | -3.7% |
| Q2 2016 | $175,000 | +182.3% | 4,025 | +168.5% | 0.03% | +170.0% |
| Q1 2016 | $62,000 | – | 1,499 | – | 0.01% | – |
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% |