SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 398 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,092 | -4.5% | 53,816 | -2.5% | 0.35% | -16.9% |
| Q4 2023 | $1,143 | +8.7% | 55,174 | -6.9% | 0.42% | -3.9% |
| Q3 2023 | $1,052 | -23.9% | 59,254 | -16.4% | 0.44% | -29.9% |
| Q1 2023 | $1,383 | +21.2% | 70,900 | +19.9% | 0.62% | +30.8% |
| Q4 2022 | $1,141 | -99.9% | 59,150 | +0.0% | 0.48% | -8.1% |
| Q3 2022 | $1,105,000 | -10.9% | 59,145 | +0.6% | 0.52% | -5.6% |
| Q2 2022 | $1,240,000 | -11.2% | 58,815 | +4.9% | 0.55% | -4.7% |
| Q1 2022 | $1,396,000 | -20.3% | 56,081 | +68.6% | 0.58% | -8.1% |
| Q4 2021 | $1,752,000 | +33.4% | 33,254 | +15.7% | 0.63% | +12.9% |
| Q3 2021 | $1,313,000 | +1.2% | 28,746 | +1.4% | 0.56% | -19.3% |
| Q2 2021 | $1,298,000 | +16.3% | 28,337 | +4.3% | 0.69% | +30.2% |
| Q1 2021 | $1,116,000 | +16.5% | 27,158 | +7.6% | 0.53% | +6.6% |
| Q4 2020 | $958,000 | +17.0% | 25,240 | +9.0% | 0.50% | +7.3% |
| Q3 2020 | $819,000 | +1.5% | 23,146 | +1.0% | 0.46% | -4.1% |
| Q2 2020 | $807,000 | +11.8% | 22,921 | +3.9% | 0.48% | -4.5% |
| Q1 2020 | $722,000 | -14.8% | 22,063 | +19.8% | 0.51% | -10.3% |
| Q4 2019 | $847,000 | – | 18,422 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
| Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
| Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
| Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
| WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
| RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
| Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
| Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
| Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
| Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |