SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 363 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 1.26 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $669,908 | -9.4% | 37,741 | -0.3% | 0.08% | -7.4% |
| Q2 2023 | $739,510 | -48.7% | 37,865 | -48.8% | 0.08% | -50.9% |
| Q1 2023 | $1,441,056 | +2.2% | 73,900 | +1.1% | 0.16% | -10.8% |
| Q4 2022 | $1,410,221 | +5.4% | 73,106 | +2.2% | 0.18% | -4.1% |
| Q3 2022 | $1,338,000 | -10.4% | 71,564 | +1.0% | 0.19% | -5.9% |
| Q2 2022 | $1,494,000 | -15.9% | 70,853 | +110.1% | 0.20% | +6.2% |
| Q4 2021 | $1,777,000 | +17.9% | 33,718 | +2.2% | 0.19% | -6.8% |
| Q3 2021 | $1,507,000 | -11.0% | 32,993 | -12.8% | 0.21% | -54.5% |
| Q2 2019 | $1,694,000 | -29.4% | 37,855 | -34.2% | 0.46% | -45.1% |
| Q3 2018 | $2,399,000 | -6.9% | 57,505 | -7.1% | 0.83% | -15.1% |
| Q4 2017 | $2,576,000 | -25.6% | 61,910 | -26.5% | 0.98% | -27.4% |
| Q3 2017 | $3,462,000 | +81.7% | 84,181 | +82.0% | 1.34% | +80.8% |
| Q2 2017 | $1,905,000 | -5.2% | 46,250 | -6.2% | 0.74% | -9.6% |
| Q1 2017 | $2,009,000 | +98.1% | 49,285 | +99.4% | 0.82% | +56.5% |
| Q4 2016 | $1,014,000 | +76.3% | 24,722 | +83.2% | 0.53% | +42.2% |
| Q3 2016 | $575,000 | +47.4% | 13,493 | +50.2% | 0.37% | +25.4% |
| Q2 2016 | $390,000 | +66.7% | 8,982 | +58.6% | 0.30% | +40.5% |
| Q1 2016 | $234,000 | – | 5,662 | – | 0.21% | – |
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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% |