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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $445,081 | +9.4% | 25,075 | +20.4% | 0.08% | +11.8% |
| Q2 2023 | $406,810 | +17.2% | 20,830 | +17.0% | 0.08% | +11.8% |
| Q1 2023 | $347,081 | +42.4% | 17,799 | +40.9% | 0.07% | +30.8% |
| Q4 2022 | $243,652 | +12.3% | 12,631 | +8.9% | 0.05% | 0.0% |
| Q3 2022 | $217,000 | -13.2% | 11,596 | -2.0% | 0.05% | -11.9% |
| Q2 2022 | $250,000 | -19.4% | 11,834 | -5.0% | 0.06% | -4.8% |
| Q1 2022 | $310,000 | -2.5% | 12,453 | +106.3% | 0.06% | +1.6% |
| Q4 2021 | $318,000 | +14.0% | 6,036 | -1.0% | 0.06% | +15.1% |
| Q3 2021 | $279,000 | +1.8% | 6,099 | +1.9% | 0.05% | -1.9% |
| Q2 2021 | $274,000 | +9.2% | 5,987 | -2.0% | 0.05% | -40.0% |
| Q1 2021 | $251,000 | +21.3% | 6,109 | +11.9% | 0.09% | +26.8% |
| Q4 2020 | $207,000 | – | 5,459 | – | 0.07% | – |
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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% |