SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,104,086 | -9.4% | 62,202 | -0.4% | 0.11% | -6.7% |
| Q2 2023 | $1,219,161 | -22.2% | 62,425 | -22.4% | 0.12% | -27.4% |
| Q1 2023 | $1,567,820 | +5.1% | 80,401 | +4.0% | 0.16% | -3.5% |
| Q4 2022 | $1,491,657 | +67.6% | 77,328 | +62.4% | 0.17% | +51.8% |
| Q3 2022 | $890,000 | -10.3% | 47,602 | +1.2% | 0.11% | -5.9% |
| Q2 2022 | $992,000 | -9.7% | 47,050 | +6.5% | 0.12% | +5.3% |
| Q1 2022 | $1,099,000 | -5.3% | 44,163 | +100.4% | 0.11% | -2.6% |
| Q4 2021 | $1,161,000 | +23.1% | 22,039 | +6.8% | 0.12% | +11.5% |
| Q3 2021 | $943,000 | -2.1% | 20,633 | -1.9% | 0.10% | -2.8% |
| Q2 2021 | $963,000 | +16.3% | 21,033 | +4.4% | 0.11% | +2.9% |
| Q1 2021 | $828,000 | +8.2% | 20,151 | +0.0% | 0.10% | -1.0% |
| Q4 2020 | $765,000 | -3.2% | 20,144 | -9.9% | 0.10% | -15.3% |
| Q3 2020 | $790,000 | -16.6% | 22,348 | -16.9% | 0.12% | -23.0% |
| Q2 2020 | $947,000 | -38.4% | 26,881 | -42.8% | 0.16% | -50.5% |
| Q1 2020 | $1,538,000 | -44.2% | 46,988 | -21.6% | 0.32% | -38.0% |
| Q4 2019 | $2,755,000 | -0.7% | 59,952 | +1.9% | 0.52% | -12.5% |
| Q3 2019 | $2,775,000 | +6.7% | 58,831 | +0.6% | 0.60% | +2.2% |
| Q2 2019 | $2,600,000 | +1.0% | 58,501 | +1.0% | 0.59% | -4.2% |
| Q1 2019 | $2,574,000 | +58.1% | 57,937 | +37.0% | 0.61% | +33.9% |
| Q4 2018 | $1,628,000 | -9.3% | 42,275 | -1.7% | 0.46% | +3.2% |
| Q3 2018 | $1,795,000 | -17.5% | 43,012 | -17.4% | 0.44% | -22.3% |
| Q2 2018 | $2,175,000 | -8.0% | 52,053 | -15.8% | 0.57% | -14.3% |
| Q1 2018 | $2,364,000 | -6.2% | 61,815 | +2.1% | 0.66% | +2.2% |
| Q4 2017 | $2,519,000 | -54.8% | 60,517 | -55.2% | 0.65% | -19.0% |
| Q3 2017 | $5,567,000 | +101.3% | 135,216 | +101.4% | 0.80% | -0.4% |
| Q2 2017 | $2,766,000 | +2.4% | 67,126 | +1.3% | 0.81% | -3.7% |
| Q1 2017 | $2,701,000 | +62.0% | 66,243 | +63.1% | 0.84% | +56.6% |
| Q4 2016 | $1,667,000 | -18.2% | 40,620 | -15.0% | 0.54% | -25.7% |
| Q3 2016 | $2,038,000 | +60.9% | 47,796 | +63.9% | 0.72% | +54.5% |
| Q2 2016 | $1,267,000 | +182.2% | 29,164 | +169.0% | 0.47% | +179.0% |
| Q1 2016 | $449,000 | – | 10,840 | – | 0.17% | – |
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% |