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 | $2,940,359 | +216.3% | 165,654 | +248.0% | 0.00% | – |
| Q2 2023 | $929,628 | -66.6% | 47,600 | -66.6% | 0.00% | – |
| Q1 2023 | $2,781,715 | +145.7% | 142,652 | +143.0% | 0.00% | – |
| Q4 2022 | $1,132,323 | -26.5% | 58,700 | -28.8% | 0.00% | – |
| Q3 2022 | $1,540,000 | -63.0% | 82,429 | -58.2% | 0.00% | -100.0% |
| Q2 2022 | $4,163,000 | +265.8% | 197,384 | +331.9% | 0.00% | – |
| Q1 2022 | $1,138,000 | -82.9% | 45,700 | -63.9% | 0.00% | – |
| Q4 2021 | $6,670,000 | +1182.7% | 126,576 | +1013.2% | 0.00% | – |
| Q3 2021 | $520,000 | -66.2% | 11,370 | -66.2% | 0.00% | – |
| Q2 2021 | $1,539,000 | +24.7% | 33,621 | +12.0% | 0.00% | – |
| Q1 2021 | $1,234,000 | -80.8% | 30,032 | -82.2% | 0.00% | -100.0% |
| Q4 2020 | $6,418,000 | +225.8% | 169,032 | +203.5% | 0.00% | – |
| Q3 2020 | $1,970,000 | -44.4% | 55,686 | -44.6% | 0.00% | -100.0% |
| Q2 2020 | $3,541,000 | +1.6% | 100,522 | -5.5% | 0.00% | 0.0% |
| Q1 2020 | $3,484,000 | -6.6% | 106,406 | +31.1% | 0.00% | 0.0% |
| Q4 2019 | $3,730,000 | -30.5% | 81,138 | -28.7% | 0.00% | -50.0% |
| Q3 2019 | $5,367,000 | -46.0% | 113,789 | -49.1% | 0.00% | 0.0% |
| Q2 2019 | $9,933,000 | +144.8% | 223,500 | +144.7% | 0.00% | 0.0% |
| Q1 2019 | $4,058,000 | +20.4% | 91,336 | +4.4% | 0.00% | +100.0% |
| Q4 2018 | $3,370,000 | +17.4% | 87,518 | +27.2% | 0.00% | 0.0% |
| Q3 2018 | $2,871,000 | -3.0% | 68,801 | -2.8% | 0.00% | 0.0% |
| Q2 2018 | $2,959,000 | +95.8% | 70,815 | +79.3% | 0.00% | – |
| Q1 2018 | $1,511,000 | -52.5% | 39,492 | -48.3% | 0.00% | -100.0% |
| Q4 2017 | $3,181,000 | +75.2% | 76,448 | +73.2% | 0.00% | – |
| Q3 2017 | $1,816,000 | -52.3% | 44,151 | -52.2% | 0.00% | -100.0% |
| Q2 2017 | $3,810,000 | -10.5% | 92,437 | -11.5% | 0.00% | -50.0% |
| Q1 2017 | $4,257,000 | -20.9% | 104,424 | -20.3% | 0.00% | -33.3% |
| Q4 2016 | $5,380,000 | -26.6% | 131,100 | -23.7% | 0.00% | 0.0% |
| Q3 2016 | $7,328,000 | -18.8% | 171,823 | -17.3% | 0.00% | -40.0% |
| Q2 2016 | $9,027,000 | +49.2% | 207,809 | +42.2% | 0.01% | +66.7% |
| Q1 2016 | $6,050,000 | -23.6% | 146,165 | -26.8% | 0.00% | 0.0% |
| Q4 2015 | $7,916,000 | +135.2% | 199,709 | +120.7% | 0.00% | +50.0% |
| Q3 2015 | $3,366,000 | +52.7% | 90,500 | +49.1% | 0.00% | – |
| Q2 2015 | $2,205,000 | +102.9% | 60,703 | +126.5% | 0.00% | – |
| Q1 2015 | $1,087,000 | -26.3% | 26,800 | -29.2% | 0.00% | – |
| Q4 2014 | $1,474,000 | -30.0% | 37,852 | -38.8% | 0.00% | -100.0% |
| Q3 2014 | $2,107,000 | -9.1% | 61,845 | -5.6% | 0.00% | 0.0% |
| Q2 2014 | $2,317,000 | -26.9% | 65,489 | -31.6% | 0.00% | 0.0% |
| Q1 2014 | $3,168,000 | +495.5% | 95,683 | +443.7% | 0.00% | – |
| Q4 2013 | $532,000 | -75.4% | 17,600 | -74.9% | 0.00% | -100.0% |
| Q3 2013 | $2,165,000 | -68.6% | 70,082 | -67.4% | 0.00% | -75.0% |
| Q2 2013 | $6,895,000 | – | 214,916 | – | 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% |