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 | $3,263,503 | +7.7% | 183,859 | +18.5% | 0.01% | -43.8% |
| Q2 2023 | $3,029,040 | -0.4% | 155,097 | -0.5% | 0.02% | +166.7% |
| Q1 2023 | $3,040,421 | -0.0% | 155,919 | -1.1% | 0.01% | -14.3% |
| Q4 2022 | $3,040,876 | +269.5% | 157,640 | +258.1% | 0.01% | +250.0% |
| Q3 2022 | $823,000 | +12.4% | 44,027 | +26.9% | 0.00% | 0.0% |
| Q2 2022 | $732,000 | -14.4% | 34,689 | +0.9% | 0.00% | 0.0% |
| Q1 2022 | $855,000 | +13.5% | 34,366 | +140.4% | 0.00% | 0.0% |
| Q4 2021 | $753,000 | +60.6% | 14,297 | +39.4% | 0.00% | +100.0% |
| Q3 2021 | $469,000 | +81.1% | 10,259 | +82.4% | 0.00% | 0.0% |
| Q4 2019 | $259,000 | +2.0% | 5,625 | +4.6% | 0.00% | 0.0% |
| Q3 2019 | $254,000 | – | 5,376 | – | 0.00% | – |
Download | ||||||
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% |