SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,046 | -2.1% | 10,601 | -2.3% | 0.01% | 0.0% |
| Q1 2023 | $211,506 | +1.1% | 10,846 | +0.0% | 0.01% | -12.5% |
| Q4 2022 | $209,114 | +3.5% | 10,841 | +0.1% | 0.01% | -11.1% |
| Q3 2022 | $202,000 | -84.7% | 10,833 | -82.8% | 0.01% | -83.9% |
| Q2 2022 | $1,324,000 | -3.7% | 62,802 | +8.1% | 0.06% | +1.8% |
| Q1 2022 | $1,375,000 | -10.6% | 58,080 | +99.0% | 0.06% | +1.9% |
| Q4 2021 | $1,538,000 | +493.8% | 29,188 | +415.2% | 0.05% | +440.0% |
| Q3 2021 | $259,000 | +2.4% | 5,665 | +2.3% | 0.01% | 0.0% |
| Q2 2021 | $253,000 | +11.5% | 5,536 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $227,000 | 0.0% | 5,517 | -26.6% | 0.01% | -63.0% |
| Q4 2013 | $227,000 | -2.2% | 7,515 | 0.0% | 0.03% | -12.9% |
| Q3 2013 | $232,000 | -36.3% | 7,515 | -33.8% | 0.03% | -44.6% |
| Q2 2013 | $364,000 | – | 11,350 | – | 0.06% | – |
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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% |