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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,156 | +0.2% | 264 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $5,148 | +1.1% | 264 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,093 | -100.0% | 264 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $29,063,000 | +77.6% | 551,593 | +53.9% | 11.08% | +64.3% |
| Q3 2021 | $16,367,000 | +1.1% | 358,307 | +1.7% | 6.74% | -21.9% |
| Q4 2019 | $16,188,000 | -20.3% | 352,217 | -18.2% | 8.64% | -24.8% |
| Q3 2019 | $20,317,000 | +23.7% | 430,716 | +16.5% | 11.49% | +22.7% |
| Q2 2019 | $16,425,000 | +131.7% | 369,599 | +131.6% | 9.37% | +120.9% |
| Q1 2019 | $7,090,000 | -71.2% | 159,573 | -73.3% | 4.24% | -69.5% |
| Q3 2017 | $24,585,000 | +127.8% | 597,749 | +136.2% | 13.92% | +69.6% |
| Q3 2016 | $10,794,000 | +143.3% | 253,073 | +147.8% | 8.21% | +149.6% |
| Q2 2016 | $4,437,000 | -64.7% | 102,140 | -67.8% | 3.29% | -56.9% |
| Q4 2015 | $12,568,000 | +5.3% | 317,052 | +7.7% | 7.64% | -19.3% |
| Q1 2015 | $11,937,000 | +101.6% | 294,383 | +69.3% | 9.46% | +99.4% |
| Q3 2014 | $5,922,000 | -11.3% | 173,861 | -7.9% | 4.74% | -13.1% |
| Q2 2014 | $6,674,000 | +24.8% | 188,694 | +16.9% | 5.46% | -12.6% |
| Q1 2014 | $5,346,000 | +267200.0% | 161,451 | +252167.2% | 6.24% | +207966.7% |
| Q4 2013 | $2,000 | – | 64 | – | 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% |