SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $252,000 | -34.9% | 11,957 | -23.1% | 0.01% | -16.7% |
| Q1 2022 | $387,000 | -5.4% | 15,548 | +100.2% | 0.01% | 0.0% |
| Q4 2021 | $409,000 | +15.9% | 7,766 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $353,000 | 0.0% | 7,731 | +0.3% | 0.01% | +20.0% |
| Q2 2021 | $353,000 | -6.6% | 7,706 | -16.2% | 0.01% | -16.7% |
| Q1 2021 | $378,000 | +20.8% | 9,192 | +11.4% | 0.01% | 0.0% |
| Q4 2020 | $313,000 | -21.4% | 8,250 | -26.7% | 0.01% | -25.0% |
| Q3 2020 | $398,000 | -6.8% | 11,252 | -7.2% | 0.01% | -20.0% |
| Q2 2020 | $427,000 | +11.5% | 12,120 | +3.6% | 0.01% | -9.1% |
| Q1 2020 | $383,000 | +15.4% | 11,696 | +61.9% | 0.01% | +57.1% |
| Q4 2019 | $332,000 | +9.9% | 7,222 | +12.8% | 0.01% | 0.0% |
| Q3 2019 | $302,000 | – | 6,400 | – | 0.01% | – |
Download | ||||||
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% |