SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $728,000 | -29.6% | 19,163 | -34.5% | 0.58% | -37.6% |
| Q3 2020 | $1,034,000 | +102.0% | 29,245 | +101.2% | 0.94% | +44.2% |
| Q2 2020 | $512,000 | -50.5% | 14,538 | -54.0% | 0.65% | -51.7% |
| Q1 2020 | $1,034,000 | -23.8% | 31,595 | +7.0% | 1.34% | -8.3% |
| Q4 2019 | $1,357,000 | -0.5% | 29,519 | +2.1% | 1.47% | -5.3% |
| Q3 2019 | $1,364,000 | +1.3% | 28,917 | -4.6% | 1.55% | +1.9% |
| Q2 2019 | $1,347,000 | -4.7% | 30,316 | -4.6% | 1.52% | -7.1% |
| Q1 2019 | $1,413,000 | -29.7% | 31,792 | -39.1% | 1.64% | -32.7% |
| Q4 2018 | $2,011,000 | – | 52,221 | – | 2.43% | – |
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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% |