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 | $59 | -99.9% | 3,340 | 0.0% | 0.03% | -9.4% |
| Q2 2023 | $65,230 | +0.2% | 3,340 | 0.0% | 0.03% | -3.0% |
| Q1 2023 | $65,130 | +101665.6% | 3,340 | +0.2% | 0.03% | 0.0% |
| Q4 2022 | $64 | -99.9% | 3,334 | -0.2% | 0.03% | -2.9% |
| Q3 2022 | $62,000 | -11.4% | 3,340 | 0.0% | 0.03% | -8.1% |
| Q2 2022 | $70,000 | -7.9% | 3,340 | +9.5% | 0.04% | +8.8% |
| Q1 2022 | $76,000 | -44.1% | 3,050 | +17.9% | 0.03% | -32.0% |
| Q4 2021 | $136,000 | +15.3% | 2,586 | 0.0% | 0.05% | +8.7% |
| Q3 2021 | $118,000 | 0.0% | 2,586 | 0.0% | 0.05% | -2.1% |
| Q2 2021 | $118,000 | +11.3% | 2,586 | 0.0% | 0.05% | +4.4% |
| Q1 2021 | $106,000 | -22.6% | 2,586 | -28.3% | 0.04% | -29.7% |
| Q4 2020 | $137,000 | +1.5% | 3,606 | -5.3% | 0.06% | -13.5% |
| Q3 2020 | $135,000 | -43.0% | 3,806 | -43.5% | 0.07% | -45.2% |
| Q2 2020 | $237,000 | +1.7% | 6,736 | -5.3% | 0.14% | -15.1% |
| Q1 2020 | $233,000 | +15.9% | 7,110 | +62.3% | 0.16% | +40.7% |
| Q4 2019 | $201,000 | -3.8% | 4,380 | -1.4% | 0.11% | -8.1% |
| Q3 2019 | $209,000 | +27.4% | 4,441 | +20.7% | 0.12% | +25.5% |
| Q2 2019 | $164,000 | +1.2% | 3,680 | +0.7% | 0.10% | -3.0% |
| Q1 2019 | $162,000 | -99.9% | 3,655 | -1.6% | 0.10% | 0.0% |
| Q4 2018 | $143,026,000 | -9.7% | 3,714 | -2.2% | 0.10% | +9.8% |
| Q3 2018 | $158,407,000 | -20.8% | 3,796 | -20.7% | 0.09% | -24.6% |
| Q2 2018 | $200,084,000 | -5.4% | 4,789 | -13.4% | 0.12% | -2.4% |
| Q1 2018 | $211,523,000 | +12.6% | 5,530 | +21.1% | 0.12% | +11.6% |
| Q3 2017 | $187,882,000 | +6.3% | 4,568 | +6.5% | 0.11% | +4.7% |
| Q2 2017 | $176,750,000 | +9.8% | 4,289 | +8.6% | 0.11% | +8.1% |
| Q1 2017 | $160,999,000 | +64.9% | 3,948 | +66.0% | 0.10% | +52.3% |
| Q4 2016 | $97,634,000 | -2.4% | 2,379 | +1.4% | 0.06% | -5.8% |
| Q3 2016 | $100,014,000 | -1.6% | 2,345 | +0.2% | 0.07% | -5.5% |
| Q2 2016 | $101,650,000 | +110.8% | 2,340 | +100.9% | 0.07% | +97.3% |
| Q1 2016 | $48,231,000 | -7.1% | 1,165 | -11.1% | 0.04% | -7.5% |
| Q4 2015 | $51,928,000 | +53.1% | 1,310 | +43.6% | 0.04% | +48.1% |
| Q3 2015 | $33,917,000 | +243.3% | 912 | +235.3% | 0.03% | +285.7% |
| Q2 2015 | $9,879,000 | +248.0% | 272 | +288.6% | 0.01% | +250.0% |
| Q1 2015 | $2,839,000 | +4.1% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $2,727,000 | +14.4% | 70 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $2,384,000 | – | 70 | – | 0.00% | – |
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% |