SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 233 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $542,000 | -11.4% | 29,004 | -0.1% | 0.03% | 0.0% |
| Q2 2022 | $612,000 | +180.7% | 29,019 | +528.4% | 0.03% | +10.3% |
| Q3 2019 | $218,000 | +6.3% | 4,618 | 0.0% | 0.03% | -3.3% |
| Q2 2019 | $205,000 | 0.0% | 4,618 | 0.0% | 0.03% | -11.8% |
| Q1 2019 | $205,000 | +2.5% | 4,618 | -11.8% | 0.03% | -29.2% |
| Q1 2018 | $200,000 | -8.3% | 5,235 | 0.0% | 0.05% | -11.1% |
| Q4 2017 | $218,000 | -8.0% | 5,235 | -9.3% | 0.05% | -29.9% |
| Q3 2017 | $237,000 | -2.9% | 5,770 | -2.4% | 0.08% | -17.2% |
| Q2 2017 | $244,000 | +1.2% | 5,913 | +0.1% | 0.09% | -11.4% |
| Q1 2017 | $241,000 | – | 5,910 | – | 0.10% | – |
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% |