SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,957 | +0.2% | 60,730 | +10.3% | 0.02% | 0.0% |
| Q2 2023 | $1,075,575 | +8.3% | 55,073 | +8.2% | 0.02% | +4.8% |
| Q1 2023 | $992,803 | +12.9% | 50,913 | +11.7% | 0.02% | +5.0% |
| Q4 2022 | $879,219 | -7.2% | 45,579 | -10.0% | 0.02% | +5.3% |
| Q3 2022 | $947,000 | -11.3% | 50,646 | 0.0% | 0.02% | -9.5% |
| Q2 2022 | $1,068,000 | -16.2% | 50,646 | -1.2% | 0.02% | -4.5% |
| Q1 2022 | $1,275,000 | -0.3% | 51,237 | +111.0% | 0.02% | 0.0% |
| Q4 2021 | $1,279,000 | +13.5% | 24,281 | -1.6% | 0.02% | +4.8% |
| Q3 2021 | $1,127,000 | +27.8% | 24,670 | +28.1% | 0.02% | +31.2% |
| Q2 2021 | $882,000 | +95.6% | 19,263 | +75.4% | 0.02% | +77.8% |
| Q1 2021 | $451,000 | – | 10,980 | – | 0.01% | – |
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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% |