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 | $2,905,657 | +189.1% | 163,699 | +218.1% | 0.00% | – |
| Q2 2023 | $1,005,170 | -44.2% | 51,468 | -44.2% | 0.00% | – |
| Q1 2023 | $1,800,065 | -21.4% | 92,311 | -22.2% | 0.00% | – |
| Q4 2022 | $2,289,414 | -4.4% | 118,684 | -7.3% | 0.00% | – |
| Q3 2022 | $2,394,000 | +71.4% | 128,067 | +93.3% | 0.00% | – |
| Q2 2022 | $1,397,000 | +344.9% | 66,270 | +426.0% | 0.00% | – |
| Q1 2022 | $314,000 | -5.4% | 12,600 | +73.2% | 0.00% | – |
| Q3 2021 | $332,000 | -68.6% | 7,274 | -75.7% | 0.00% | – |
| Q3 2020 | $1,057,000 | +44.2% | 29,896 | +87.5% | 0.00% | – |
| Q4 2019 | $733,000 | -17.1% | 15,948 | -14.9% | 0.00% | – |
| Q3 2019 | $884,000 | +265.3% | 18,745 | +244.0% | 0.00% | – |
| Q2 2019 | $242,000 | -19.6% | 5,449 | -19.5% | 0.00% | – |
| Q1 2019 | $301,000 | -27.8% | 6,766 | -38.0% | 0.00% | – |
| Q1 2018 | $417,000 | +50.5% | 10,915 | +62.1% | 0.00% | – |
| Q3 2017 | $277,000 | -92.2% | 6,734 | -92.3% | 0.00% | -100.0% |
| Q1 2015 | $3,552,000 | – | 87,593 | – | 0.00% | – |
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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% |