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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,030,494 | -9.1% | 58,056 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $1,133,834 | +0.2% | 58,056 | 0.0% | 0.01% | -7.7% |
Q1 2023 | $1,132,092 | +100979.6% | 58,056 | 0.0% | 0.01% | -7.1% |
Q4 2022 | $1,120 | -99.9% | 58,056 | +6.9% | 0.01% | -6.7% |
Q3 2022 | $1,015,000 | -11.4% | 54,311 | 0.0% | 0.02% | -11.8% |
Q2 2022 | $1,145,000 | +12.7% | 54,311 | +33.0% | 0.02% | +41.7% |
Q1 2022 | $1,016,000 | +32.3% | 40,831 | +180.3% | 0.01% | +33.3% |
Q4 2021 | $768,000 | +15.5% | 14,568 | 0.0% | 0.01% | +12.5% |
Q3 2021 | $665,000 | -8.5% | 14,568 | -8.3% | 0.01% | -11.1% |
Q2 2021 | $727,000 | +5.2% | 15,886 | -5.5% | 0.01% | 0.0% |
Q1 2021 | $691,000 | +13.3% | 16,806 | +4.6% | 0.01% | +12.5% |
Q4 2020 | $610,000 | +12.3% | 16,066 | +4.7% | 0.01% | 0.0% |
Q3 2020 | $543,000 | +8.2% | 15,352 | +7.6% | 0.01% | -11.1% |
Q2 2020 | $502,000 | +26.4% | 14,263 | +17.5% | 0.01% | +12.5% |
Q1 2020 | $397,000 | -29.4% | 12,140 | -0.7% | 0.01% | -11.1% |
Q4 2019 | $562,000 | +4.7% | 12,221 | +7.4% | 0.01% | +12.5% |
Q3 2019 | $537,000 | +0.9% | 11,376 | -4.9% | 0.01% | 0.0% |
Q2 2019 | $532,000 | 0.0% | 11,967 | 0.0% | 0.01% | -11.1% |
Q1 2019 | $532,000 | – | 11,967 | – | 0.01% | – |
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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% |