SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $745,000 | -5.5% | 29,920 | +100.0% | 0.03% | -6.9% |
Q4 2021 | $788,000 | +14.7% | 14,960 | -0.6% | 0.03% | +7.4% |
Q3 2021 | $687,000 | +0.4% | 15,045 | +0.7% | 0.03% | -3.6% |
Q2 2021 | $684,000 | +11.6% | 14,936 | +0.1% | 0.03% | -3.4% |
Q1 2021 | $613,000 | +9.1% | 14,927 | +0.8% | 0.03% | +3.6% |
Q4 2020 | $562,000 | +7.5% | 14,806 | +0.2% | 0.03% | -3.4% |
Q3 2020 | $523,000 | -5.4% | 14,773 | -5.9% | 0.03% | -14.7% |
Q2 2020 | $553,000 | -55.6% | 15,699 | -51.5% | 0.03% | -72.6% |
Q4 2018 | $1,246,000 | – | 32,360 | – | 0.12% | – |
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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% |