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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,832 | -28.8% | 1,737 | -21.7% | 0.01% | -26.3% |
| Q2 2023 | $43,318 | +0.2% | 2,218 | 0.0% | 0.02% | -9.5% |
| Q1 2023 | $43,251 | +1.1% | 2,218 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $42,785 | +15.6% | 2,218 | +12.4% | 0.02% | +10.0% |
| Q3 2022 | $37,000 | -11.9% | 1,974 | 0.0% | 0.02% | -9.1% |
| Q2 2022 | $42,000 | -14.3% | 1,974 | 0.0% | 0.02% | -4.3% |
| Q1 2022 | $49,000 | -5.8% | 1,974 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $52,000 | +15.6% | 987 | 0.0% | 0.02% | +4.5% |
| Q3 2021 | $45,000 | 0.0% | 987 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $45,000 | +9.8% | 987 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $41,000 | +10.8% | 987 | 0.0% | 0.02% | +4.5% |
| Q4 2020 | $37,000 | +5.7% | 987 | 0.0% | 0.02% | -4.3% |
| Q3 2020 | $35,000 | 0.0% | 987 | 0.0% | 0.02% | -11.5% |
| Q2 2020 | $35,000 | -28.6% | 987 | -33.6% | 0.03% | -39.5% |
| Q1 2020 | $49,000 | -27.9% | 1,487 | 0.0% | 0.04% | -10.4% |
| Q4 2019 | $68,000 | – | 1,487 | – | 0.05% | – |
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% |