SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,440 | -7.0% | 30,898 | +2.3% | 0.08% | -6.7% |
| Q2 2023 | $589,689 | +3.4% | 30,194 | +3.2% | 0.09% | -3.3% |
| Q1 2023 | $570,473 | +14.5% | 29,255 | +13.3% | 0.09% | -3.2% |
| Q4 2022 | $498,106 | +15.0% | 25,822 | +11.6% | 0.10% | +10.5% |
| Q3 2022 | $433,000 | -8.5% | 23,146 | +3.2% | 0.09% | -8.5% |
| Q2 2022 | $473,000 | -9.7% | 22,418 | +6.4% | 0.09% | +11.9% |
| Q1 2022 | $524,000 | -48.0% | 21,070 | +10.3% | 0.08% | -50.0% |
| Q4 2021 | $1,007,000 | +20040.0% | 19,111 | +15188.8% | 0.17% | +16700.0% |
| Q1 2021 | $5,000 | +25.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $4,000 | 0.0% | 125 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -63.6% | 125 | -46.1% | 0.00% | -60.0% |
| Q4 2019 | $11,000 | 0.0% | 232 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $11,000 | +10.0% | 232 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 232 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $10,000 | – | 232 | – | 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% |