SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $688 | -9.1% | 38,742 | 0.0% | 0.06% | -6.3% |
| Q2 2023 | $757 | +0.3% | 38,742 | 0.0% | 0.06% | -24.1% |
| Q1 2023 | $755 | +1.1% | 38,742 | 0.0% | 0.08% | -7.8% |
| Q4 2022 | $747 | -99.9% | 38,742 | -0.6% | 0.09% | -4.3% |
| Q3 2022 | $729,000 | -11.3% | 38,984 | 0.0% | 0.09% | -6.0% |
| Q2 2022 | $822,000 | -15.3% | 38,984 | 0.0% | 0.10% | 0.0% |
| Q1 2022 | $970,000 | -5.6% | 38,984 | +100.0% | 0.10% | 0.0% |
| Q4 2021 | $1,027,000 | +15.4% | 19,492 | 0.0% | 0.10% | +8.7% |
| Q3 2021 | $890,000 | -0.9% | 19,492 | -0.6% | 0.09% | -1.1% |
| Q2 2021 | $898,000 | +9.4% | 19,613 | -1.8% | 0.09% | -2.1% |
| Q1 2021 | $821,000 | +7.6% | 19,976 | -0.6% | 0.10% | +2.2% |
| Q4 2020 | $763,000 | +121.2% | 20,097 | +105.8% | 0.09% | +78.8% |
| Q3 2020 | $345,000 | -91.1% | 9,767 | -91.1% | 0.05% | -90.7% |
| Q2 2020 | $3,862,000 | +25.7% | 109,667 | +16.8% | 0.56% | +3.5% |
| Q1 2020 | $3,073,000 | +7.6% | 93,862 | +51.1% | 0.54% | +30.1% |
| Q4 2019 | $2,856,000 | +1.0% | 62,138 | +3.7% | 0.42% | -5.9% |
| Q3 2019 | $2,827,000 | +3.4% | 59,934 | -2.5% | 0.44% | -1.3% |
| Q2 2019 | $2,733,000 | -5.0% | 61,495 | -5.1% | 0.45% | -10.1% |
| Q1 2019 | $2,878,000 | -1.0% | 64,782 | -14.2% | 0.50% | -3.5% |
| Q4 2018 | $2,907,000 | +46.5% | 75,482 | +57.8% | 0.52% | +54.2% |
| Q3 2018 | $1,984,000 | +3.7% | 47,824 | +4.4% | 0.33% | +0.9% |
| Q2 2018 | $1,913,000 | +53.3% | 45,792 | +40.4% | 0.33% | +45.8% |
| Q1 2018 | $1,248,000 | +79.6% | 32,625 | +95.2% | 0.23% | +73.3% |
| Q4 2017 | $695,000 | +1.0% | 16,710 | -0.1% | 0.13% | -3.0% |
| Q3 2017 | $688,000 | +1.2% | 16,731 | +1.3% | 0.14% | -20.1% |
| Q2 2017 | $680,000 | +0.7% | 16,512 | -0.2% | 0.17% | -6.1% |
| Q1 2017 | $675,000 | +7.1% | 16,544 | +7.7% | 0.18% | -0.6% |
| Q4 2016 | $630,000 | – | 15,362 | – | 0.18% | – |
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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% |