SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,506 | +82.3% | 24,536 | +100.5% | 0.01% | -7.1% |
| Q2 2023 | $238,958 | +163.5% | 12,235 | +163.1% | 0.01% | +100.0% |
| Q1 2023 | $90,679 | +1.2% | 4,650 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $89,623 | +69.1% | 4,646 | +64.3% | 0.01% | +40.0% |
| Q3 2022 | $53,000 | +278.6% | 2,827 | +312.1% | 0.01% | +400.0% |
| Q2 2022 | $14,000 | +180.0% | 686 | +270.8% | 0.00% | – |
| Q1 2022 | $5,000 | +150.0% | 185 | +516.7% | 0.00% | – |
| Q4 2021 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -66.7% | 30 | -67.7% | 0.00% | – |
| Q1 2020 | $3,000 | – | 93 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 353,244 | $6,270,077 | 5.78% |
| Pioneer Wealth Management Group | 361,313 | $6,413,301 | 4.88% |
| Upper Left Wealth Management, LLC | 191,048 | $3,391,102 | 3.53% |
| Moisand Fitzgerald Tamayo, LLC | 936,635 | $16,625,273 | 3.51% |
| Courage Miller Partners, LLC | 439,956 | $7,809,223 | 3.20% |
| RATIONAL ADVISORS LLC | 1,804,550 | $32,030,763 | 2.90% |
| WEALTH MANAGEMENT RESOURCES, INC. | 334,233 | $5,932,464 | 2.87% |
| Gunma Bank,Ltd. | 221,000 | $3,923 | 2.86% |
| BlueSky Wealth Advisors, LLC | 770,541 | $13,677,094 | 2.80% |
| Firestone Capital Management | 428,479 | $7,605,508 | 2.60% |