Bison Wealth, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$1,000
-98.0%
11
-99.0%
0.00%
-95.7%
Q3 2021$51,000
-5.6%
1,117
-5.0%
0.02%
-4.2%
Q2 2021$54,000
-5.3%
1,176
-14.5%
0.02%0.0%
Q1 2021$57,000
+18.8%
1,376
+8.0%
0.02%
+9.1%
Q4 2020$48,000
+6.7%
1,274
+1.0%
0.02%
-15.4%
Q3 2020$45,000
+2.3%
1,262
+1.9%
0.03%
-7.1%
Q2 2020$44,000
+7.3%
1,2390.0%0.03%
-6.7%
Q1 2020$41,000
-57.3%
1,239
-40.8%
0.03%
-34.8%
Q4 2019$96,000
-52.7%
2,092
-57.6%
0.05%
-73.4%
Q4 2016$203,000
-13.6%
4,939
-10.3%
0.17%
-13.1%
Q3 2016$235,000
-82.6%
5,505
-82.3%
0.20%
-75.5%
Q2 2016$1,348,000
-3.1%
31,022
-7.7%
0.81%
-9.4%
Q1 2016$1,391,000
+34.7%
33,611
+32.0%
0.90%
+42.7%
Q1 2015$1,033,000
+44.7%
25,472
+38.9%
0.63%
+15.9%
Q4 2014$714,00018,3360.54%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 338,449$6,609,9035.85%
Pioneer Wealth Management Group 317,504$6,200,8484.93%
Upper Left Wealth Management, LLC 176,799$3,452,8853.84%
Moisand Fitzgerald Tamayo, LLC 909,572$17,763,9443.63%
WEALTH MANAGEMENT RESOURCES, INC. 318,515$6,220,6003.62%
Cypress Point Wealth Management, LLC 172,872$3,376,1823.60%
Courage Miller Partners, LLC 401,282$7,837,0423.26%
RATIONAL ADVISORS LLC 1,962,413$38,325,9263.17%
Gunma Bank,Ltd. 221,000$4,3162.92%
Firestone Capital Management 439,086$8,755,3762.85%
View complete list of SCHWAB STRATEGIC TR shareholders