SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,072,524 | +1.5% | 404,233 | +3.2% | 5.82% | -2.2% |
| Q1 2024 | $7,952,348 | +2.4% | 391,741 | +4.5% | 5.95% | -2.0% |
| Q4 2023 | $7,762,623 | +23.8% | 374,825 | +6.1% | 6.07% | +5.1% |
| Q3 2023 | $6,270,077 | -5.1% | 353,244 | +4.4% | 5.78% | -1.3% |
| Q2 2023 | $6,609,903 | +6.8% | 338,449 | +6.7% | 5.85% | +3.5% |
| Q1 2023 | $6,186,794 | +4.8% | 317,271 | +3.6% | 5.65% | -1.2% |
| Q4 2022 | $5,904,969 | -4.1% | 306,116 | -7.1% | 5.72% | -10.7% |
| Q3 2022 | $6,155,000 | -6.6% | 329,335 | +5.4% | 6.41% | +1.1% |
| Q2 2022 | $6,587,000 | -15.9% | 312,347 | -0.7% | 6.34% | -2.6% |
| Q1 2022 | $7,831,000 | -16.6% | 314,632 | +76.5% | 6.51% | -3.5% |
| Q4 2021 | $9,392,000 | +10.7% | 178,253 | -4.1% | 6.75% | +8.6% |
| Q3 2021 | $8,488,000 | -1.2% | 185,809 | -1.0% | 6.21% | +0.2% |
| Q2 2021 | $8,595,000 | +6.9% | 187,697 | -4.0% | 6.20% | +3.5% |
| Q1 2021 | $8,038,000 | +30.0% | 195,617 | +20.1% | 6.00% | +10.6% |
| Q4 2020 | $6,184,000 | +17.7% | 162,862 | +9.7% | 5.42% | -0.8% |
| Q3 2020 | $5,253,000 | +14.0% | 148,447 | +13.5% | 5.46% | +6.6% |
| Q2 2020 | $4,606,000 | -2.6% | 130,771 | -9.5% | 5.13% | -18.1% |
| Q1 2020 | $4,731,000 | -35.2% | 144,497 | -9.1% | 6.26% | -11.8% |
| Q4 2019 | $7,304,000 | – | 158,922 | – | 7.10% | – |
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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% |