Cerity Partners LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$39,490,615
-11.1%
2,224,823
-2.2%
0.19%
+11.0%
Q2 2023$44,410,001
+18.0%
2,273,935
+17.8%
0.17%
+94.4%
Q1 2023$37,641,612
+32.3%
1,930,420
+255.4%
0.09%
-51.1%
Q4 2022$28,450,172
+119.1%
543,102
-21.8%
0.18%
+16.7%
Q3 2022$12,986,000
+21.8%
694,808
+37.4%
0.16%
+32.2%
Q2 2022$10,661,000
+133.0%
505,589
+175.1%
0.12%
+66.2%
Q1 2022$4,575,000
-44.0%
183,810
+18.5%
0.07%
-42.7%
Q4 2021$8,175,000
+35.1%
155,159
+17.1%
0.12%
-6.8%
Q3 2021$6,052,000
+1.3%
132,479
+1.6%
0.13%
+1.5%
Q2 2021$5,973,000
+18.5%
130,442
+6.3%
0.13%
+9.2%
Q1 2021$5,042,000
+9.7%
122,706
+1.3%
0.12%
-18.4%
Q4 2020$4,598,000
+4.1%
121,084
-3.0%
0.15%
-19.2%
Q3 2020$4,415,000
+9.5%
124,820
+9.0%
0.18%
-18.4%
Q2 2020$4,033,000
-47.3%
114,529
-51.0%
0.22%
-53.7%
Q1 2020$7,648,000
+115.0%
233,610
+201.8%
0.48%
+166.3%
Q4 2019$3,558,00077,4140.18%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 338,449$6,609,9035.85%
Pioneer Wealth Management Group 317,504$6,200,8484.93%
Upper Left Wealth Management, LLC 176,799$3,452,8853.84%
Moisand Fitzgerald Tamayo, LLC 909,572$17,763,9443.63%
WEALTH MANAGEMENT RESOURCES, INC. 318,515$6,220,6003.62%
Cypress Point Wealth Management, LLC 172,872$3,376,1823.60%
Courage Miller Partners, LLC 401,282$7,837,0423.26%
RATIONAL ADVISORS LLC 1,962,413$38,325,9263.17%
Gunma Bank,Ltd. 221,000$4,3162.92%
Firestone Capital Management 439,086$8,755,3762.85%
View complete list of SCHWAB STRATEGIC TR shareholders