SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 354 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $6,791,000 | -62.2% | 322 | -55.4% | 0.00% | -60.0% |
| Q1 2022 | $17,971,000 | -44.6% | 722 | +17.2% | 0.01% | -44.4% |
| Q4 2021 | $32,457,000 | +5.1% | 616 | -8.9% | 0.02% | -5.3% |
| Q3 2021 | $30,880,000 | -52.2% | 676 | -52.1% | 0.02% | -52.5% |
| Q2 2021 | $64,655,000 | -15.9% | 1,412 | -24.5% | 0.04% | -24.5% |
| Q1 2021 | $76,838,000 | -68.8% | 1,870 | -71.2% | 0.05% | -73.1% |
| Q4 2020 | $246,615,000 | -40.7% | 6,495 | -44.8% | 0.20% | -49.6% |
| Q3 2020 | $415,951,000 | – | 11,760 | – | 0.39% | – |
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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% |