SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $179,528 | -22.9% | 10,114 | +129.0% | 0.12% | -19.6% |
| Q4 2021 | $233,000 | +15.9% | 4,417 | +0.5% | 0.15% | +5.0% |
| Q3 2021 | $201,000 | +0.5% | 4,394 | +0.8% | 0.14% | +2.2% |
| Q2 2021 | $200,000 | -14.2% | 4,358 | -34.0% | 0.14% | -36.4% |
| Q2 2020 | $233,000 | +9.4% | 6,602 | -0.6% | 0.22% | -9.2% |
| Q1 2020 | $213,000 | -42.7% | 6,639 | -19.3% | 0.24% | -23.6% |
| Q4 2019 | $372,000 | -4.4% | 8,224 | -2.3% | 0.31% | -6.3% |
| Q3 2019 | $389,000 | -0.3% | 8,418 | -1.4% | 0.33% | -6.4% |
| Q2 2019 | $390,000 | +2.6% | 8,535 | +0.6% | 0.36% | +4.1% |
| Q1 2019 | $380,000 | -5.7% | 8,480 | -17.5% | 0.34% | -16.9% |
| Q4 2018 | $403,000 | -2.2% | 10,280 | +1.6% | 0.41% | +1.5% |
| Q3 2018 | $412,000 | +5.9% | 10,123 | +7.8% | 0.41% | +23.0% |
| Q2 2018 | $389,000 | +6.6% | 9,389 | +0.2% | 0.33% | +4.7% |
| Q1 2018 | $365,000 | -10.8% | 9,374 | -6.5% | 0.32% | -15.3% |
| Q4 2017 | $409,000 | – | 10,029 | – | 0.37% | – |
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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% |