SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $61,333 | -23.1% | 3,145 | -23.9% | 0.02% | -26.1% |
| Q4 2022 | $79,737 | +3.6% | 4,134 | +0.4% | 0.02% | -8.0% |
| Q3 2022 | $77,000 | -11.5% | 4,119 | +0.3% | 0.02% | -7.4% |
| Q2 2022 | $87,000 | -26.3% | 4,105 | -13.5% | 0.03% | -12.9% |
| Q1 2022 | $118,000 | -5.6% | 4,743 | +100.0% | 0.03% | 0.0% |
| Q4 2021 | $125,000 | +43.7% | 2,372 | +11.7% | 0.03% | +24.0% |
| Q1 2021 | $87,000 | +52.6% | 2,123 | +31.8% | 0.02% | +25.0% |
| Q3 2020 | $57,000 | -3.4% | 1,611 | +28.4% | 0.02% | -4.8% |
| Q3 2019 | $59,000 | +28.3% | 1,255 | +12.6% | 0.02% | +5.0% |
| Q3 2017 | $46,000 | 0.0% | 1,115 | 0.0% | 0.02% | -4.8% |
| Q2 2017 | $46,000 | – | 1,115 | – | 0.02% | – |
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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% |