SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 2.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $343,000 | -69.8% | 10,469 | -57.6% | 0.09% | -58.9% |
| Q4 2019 | $1,136,000 | +35.1% | 24,719 | +38.6% | 0.21% | +15.1% |
| Q3 2019 | $841,000 | +3.8% | 17,831 | -2.1% | 0.19% | -41.1% |
| Q2 2019 | $810,000 | -0.9% | 18,217 | -1.0% | 0.32% | +3.3% |
| Q1 2019 | $817,000 | +12.8% | 18,395 | -2.1% | 0.31% | -7.0% |
| Q4 2018 | $724,000 | +170.1% | 18,794 | +192.2% | 0.33% | +191.2% |
| Q3 2018 | $268,000 | -2.5% | 6,431 | -2.1% | 0.11% | -6.6% |
| Q2 2018 | $275,000 | +6.6% | 6,572 | -2.4% | 0.12% | +6.1% |
| Q1 2018 | $258,000 | +4.5% | 6,733 | +13.6% | 0.11% | +9.6% |
| Q4 2017 | $247,000 | +10.3% | 5,927 | +9.1% | 0.10% | +3.0% |
| Q3 2017 | $224,000 | – | 5,434 | – | 0.10% | – |
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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% |