SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 398 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $193,000 | -81.8% | 10,349 | -79.5% | 0.04% | -81.9% |
| Q2 2022 | $1,062,000 | -16.2% | 50,378 | -1.1% | 0.25% | -15.1% |
| Q1 2022 | $1,268,000 | +8.8% | 50,931 | +130.4% | 0.29% | +13.6% |
| Q4 2021 | $1,165,000 | +14.6% | 22,110 | -0.7% | 0.26% | -9.8% |
| Q3 2021 | $1,017,000 | -0.1% | 22,266 | +0.2% | 0.28% | -1.7% |
| Q2 2021 | $1,018,000 | +11.1% | 22,224 | -0.4% | 0.29% | +0.3% |
| Q1 2021 | $916,000 | +7.3% | 22,304 | -0.9% | 0.29% | +2.1% |
| Q4 2020 | $854,000 | +6.0% | 22,500 | -1.2% | 0.28% | -6.3% |
| Q3 2020 | $806,000 | -1.5% | 22,778 | -1.9% | 0.30% | -5.6% |
| Q2 2020 | $818,000 | -5.3% | 23,225 | -12.0% | 0.32% | -18.8% |
| Q1 2020 | $864,000 | +64.3% | 26,389 | +130.8% | 0.39% | +101.0% |
| Q4 2019 | $526,000 | -8.0% | 11,436 | -5.7% | 0.20% | -10.1% |
| Q3 2019 | $572,000 | +11.7% | 12,122 | +5.1% | 0.22% | +12.4% |
| Q2 2019 | $512,000 | +1.6% | 11,532 | +1.7% | 0.19% | -3.0% |
| Q1 2019 | $504,000 | +18.6% | 11,341 | -14.6% | 0.20% | -17.7% |
| Q4 2018 | $425,000 | +44.1% | 13,280 | +40.8% | 0.24% | +49.1% |
| Q3 2018 | $295,000 | -30.1% | 9,434 | -6.8% | 0.16% | -10.4% |
| Q2 2018 | $422,000 | +11.6% | 10,121 | +1.6% | 0.18% | +5.2% |
| Q1 2018 | $378,000 | +55.6% | 9,966 | +66.7% | 0.17% | +39.5% |
| Q2 2017 | $243,000 | -53.0% | 5,980 | -52.7% | 0.12% | -56.5% |
| Q4 2016 | $517,000 | – | 12,630 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
| Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
| Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
| Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
| WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
| RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
| Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
| Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
| Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
| Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |