SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 455 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q3 2023 | $1 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q2 2023 | $1 | 0.0% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $1 | 0.0% | 1 | -50.0% | 0.00% | – |
| Q4 2022 | $1 | -99.9% | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -75.0% | 2 | -98.6% | 0.00% | -100.0% |
| Q2 2022 | $4,000 | +300.0% | 145 | +1350.0% | 0.00% | – |
| Q2 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2014 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2014 | $1,000 | – | 10 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
| Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
| Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
| Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
| WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
| RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
| Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
| Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
| Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
| Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |