SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,809 | +5.9% | 21,116 | +16.6% | 0.04% | +2.6% |
| Q2 2023 | $353,805 | +0.2% | 18,116 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $353,262 | +2.7% | 18,116 | +1.6% | 0.04% | -2.4% |
| Q4 2022 | $343,941 | +6.5% | 17,830 | +3.1% | 0.04% | -20.8% |
| Q3 2022 | $323,000 | -11.5% | 17,294 | 0.0% | 0.05% | -5.4% |
| Q2 2022 | $365,000 | -15.1% | 17,294 | 0.0% | 0.06% | -5.1% |
| Q1 2022 | $430,000 | +35.6% | 17,294 | +187.6% | 0.06% | +28.3% |
| Q4 2021 | $317,000 | – | 6,013 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 338,449 | $6,609,903 | 5.85% |
| Pioneer Wealth Management Group | 317,504 | $6,200,848 | 4.93% |
| Upper Left Wealth Management, LLC | 176,799 | $3,452,885 | 3.84% |
| Moisand Fitzgerald Tamayo, LLC | 909,572 | $17,763,944 | 3.63% |
| WEALTH MANAGEMENT RESOURCES, INC. | 318,515 | $6,220,600 | 3.62% |
| Cypress Point Wealth Management, LLC | 172,872 | $3,376,182 | 3.60% |
| Courage Miller Partners, LLC | 401,282 | $7,837,042 | 3.26% |
| RATIONAL ADVISORS LLC | 1,962,413 | $38,325,926 | 3.17% |
| Gunma Bank,Ltd. | 221,000 | $4,316 | 2.92% |
| Firestone Capital Management | 439,086 | $8,755,376 | 2.85% |