SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 497 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $603,469 | +0.9% | 29,934 | +1.6% | 0.02% | -4.3% |
Q1 2024 | $598,182 | -2.0% | 29,467 | 0.0% | 0.02% | -8.0% |
Q4 2023 | $610,264 | -63.6% | 29,467 | -68.8% | 0.02% | -65.8% |
Q3 2023 | $1,674,876 | -7.2% | 94,359 | +2.1% | 0.07% | -2.7% |
Q2 2023 | $1,805,103 | +7.8% | 92,427 | +7.7% | 0.08% | 0.0% |
Q1 2023 | $1,674,059 | +19.3% | 85,849 | +18.1% | 0.08% | +13.6% |
Q4 2022 | $1,402,656 | +234.0% | 72,714 | +223.5% | 0.07% | +200.0% |
Q3 2022 | $420,000 | -11.4% | 22,475 | 0.0% | 0.02% | -12.0% |
Q2 2022 | $474,000 | -15.2% | 22,475 | +0.0% | 0.02% | +8.7% |
Q1 2022 | $559,000 | -5.6% | 22,474 | +100.0% | 0.02% | -4.2% |
Q4 2021 | $592,000 | – | 11,237 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |