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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $594,915 | +18.7% | 28,726 | +1.7% | 0.27% | +10.2% |
| Q3 2023 | $501,313 | -44.5% | 28,243 | -38.9% | 0.24% | -42.1% |
| Q2 2023 | $903,067 | -18.1% | 46,240 | -18.2% | 0.42% | -22.1% |
| Q1 2023 | $1,102,667 | -17.0% | 56,547 | -17.9% | 0.54% | -14.2% |
| Q4 2022 | $1,328,792 | -62.8% | 68,885 | -63.9% | 0.63% | -64.4% |
| Q3 2022 | $3,571,000 | – | 191,078 | – | 1.78% | – |
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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% |