SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,932,464 | -4.6% | 334,233 | +4.9% | 2.87% | -20.8% |
| Q2 2023 | $6,220,600 | +5.1% | 318,515 | +4.9% | 3.62% | -0.7% |
| Q1 2023 | $5,920,726 | +3.0% | 303,625 | +1.9% | 3.64% | -2.3% |
| Q4 2022 | $5,746,711 | +14.0% | 297,911 | +10.4% | 3.73% | +11.2% |
| Q3 2022 | $5,042,000 | -9.3% | 269,810 | +2.4% | 3.35% | -1.9% |
| Q2 2022 | $5,558,000 | -14.7% | 263,536 | +0.7% | 3.42% | -24.0% |
| Q1 2022 | $6,514,000 | -3.1% | 261,709 | +105.2% | 4.50% | +4.0% |
| Q4 2021 | $6,719,000 | – | 127,519 | – | 4.33% | – |
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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% |