SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,118,000 | -9.1% | 63,000 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $1,230,000 | -0.1% | 63,000 | 0.0% | 0.03% | -5.6% |
| Q1 2023 | $1,231,000 | +1.3% | 63,000 | 0.0% | 0.04% | -2.7% |
| Q4 2022 | $1,215,000 | +3.2% | 63,000 | 0.0% | 0.04% | -5.1% |
| Q3 2022 | $1,177,000 | -11.4% | 63,000 | 0.0% | 0.04% | -4.9% |
| Q2 2022 | $1,329,000 | -15.2% | 63,000 | 0.0% | 0.04% | -2.4% |
| Q1 2022 | $1,568,000 | -6.8% | 63,000 | +97.3% | 0.04% | +7.7% |
| Q4 2021 | $1,682,000 | +5.7% | 31,925 | -8.3% | 0.04% | -7.1% |
| Q3 2021 | $1,591,000 | -0.3% | 34,825 | 0.0% | 0.04% | -4.5% |
| Q2 2021 | $1,595,000 | +4.2% | 34,825 | -6.5% | 0.04% | -8.3% |
| Q1 2021 | $1,530,000 | +1.7% | 37,227 | -6.1% | 0.05% | -11.1% |
| Q4 2020 | $1,504,000 | +15.1% | 39,633 | +7.3% | 0.05% | -1.8% |
| Q3 2020 | $1,307,000 | +16.2% | 36,931 | +15.7% | 0.06% | +14.6% |
| Q2 2020 | $1,125,000 | +7.6% | 31,931 | 0.0% | 0.05% | -12.7% |
| Q1 2020 | $1,046,000 | -26.6% | 31,931 | +3.0% | 0.06% | -12.7% |
| Q4 2019 | $1,426,000 | +5.0% | 31,010 | +7.6% | 0.06% | 0.0% |
| Q3 2019 | $1,358,000 | +6.1% | 28,810 | 0.0% | 0.06% | +1.6% |
| Q2 2019 | $1,280,000 | +0.1% | 28,810 | 0.0% | 0.06% | -4.6% |
| Q1 2019 | $1,279,000 | +15.3% | 28,810 | 0.0% | 0.06% | +1.6% |
| Q4 2018 | $1,109,000 | -11.7% | 28,810 | -4.3% | 0.06% | +1.6% |
| Q3 2018 | $1,256,000 | -4.4% | 30,093 | -4.3% | 0.06% | -10.0% |
| Q2 2018 | $1,314,000 | +5.0% | 31,459 | -3.8% | 0.07% | +1.4% |
| Q1 2018 | $1,251,000 | -0.9% | 32,714 | +7.9% | 0.07% | 0.0% |
| Q4 2017 | $1,262,000 | +8.3% | 30,314 | +7.1% | 0.07% | +3.0% |
| Q3 2017 | $1,165,000 | -0.2% | 28,314 | 0.0% | 0.07% | -4.3% |
| Q2 2017 | $1,167,000 | +1.0% | 28,314 | 0.0% | 0.07% | -5.4% |
| Q1 2017 | $1,155,000 | +7.7% | 28,314 | +8.4% | 0.07% | +4.2% |
| Q4 2016 | $1,072,000 | -3.8% | 26,114 | 0.0% | 0.07% | 0.0% |
| Q3 2016 | $1,114,000 | -5.3% | 26,114 | -3.5% | 0.07% | -9.0% |
| Q2 2016 | $1,176,000 | – | 27,064 | – | 0.08% | – |
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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% |