SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,926 | -12.3% | 22,362 | -3.5% | 0.16% | -13.4% |
| Q2 2023 | $452,725 | -0.2% | 23,181 | -0.4% | 0.19% | -6.5% |
| Q1 2023 | $453,687 | +0.8% | 23,266 | -0.3% | 0.20% | -4.3% |
| Q4 2022 | $450,132 | +3.2% | 23,335 | +0.1% | 0.21% | -9.6% |
| Q3 2022 | $436,000 | -13.0% | 23,323 | -1.9% | 0.23% | -6.5% |
| Q2 2022 | $501,000 | -18.9% | 23,773 | -2.7% | 0.25% | -17.2% |
| Q1 2022 | $618,000 | -9.1% | 24,443 | +89.4% | 0.30% | -2.0% |
| Q4 2021 | $680,000 | +15.1% | 12,908 | -10.3% | 0.30% | -5.0% |
| Q3 2021 | $591,000 | -6.3% | 14,385 | +4.3% | 0.32% | +5.6% |
| Q2 2021 | $631,000 | +6.8% | 13,790 | -4.1% | 0.30% | -5.0% |
| Q1 2021 | $591,000 | -50.3% | 14,385 | -55.8% | 0.32% | -5.1% |
| Q4 2020 | $1,188,000 | -5.4% | 32,542 | -4.4% | 0.34% | -15.8% |
| Q3 2020 | $1,256,000 | +87.2% | 34,028 | +82.1% | 0.40% | -9.1% |
| Q2 2020 | $671,000 | -45.4% | 18,683 | -45.2% | 0.44% | -48.0% |
| Q1 2020 | $1,229,000 | -22.6% | 34,084 | +1.5% | 0.84% | -8.9% |
| Q4 2019 | $1,588,000 | -10.9% | 33,572 | -11.2% | 0.92% | -16.5% |
| Q3 2019 | $1,782,000 | -35.2% | 37,794 | -39.0% | 1.11% | -34.2% |
| Q2 2019 | $2,751,000 | -3.3% | 61,922 | -3.3% | 1.68% | -9.9% |
| Q1 2019 | $2,846,000 | +12.0% | 64,066 | -2.9% | 1.87% | +12.5% |
| Q4 2018 | $2,540,000 | -7.0% | 65,975 | +0.8% | 1.66% | +2.3% |
| Q3 2018 | $2,730,000 | -4.1% | 65,441 | -4.0% | 1.62% | -8.0% |
| Q2 2018 | $2,846,000 | +22.4% | 68,134 | +12.0% | 1.76% | +21.0% |
| Q1 2018 | $2,326,000 | -31.9% | 60,808 | -25.9% | 1.46% | +35.1% |
| Q4 2017 | $3,414,000 | +227.6% | 82,048 | +223.8% | 1.08% | +53.4% |
| Q3 2017 | $1,042,000 | +32.6% | 25,337 | +32.8% | 0.70% | +24.6% |
| Q2 2017 | $786,000 | +29.5% | 19,080 | +28.2% | 0.56% | +25.0% |
| Q1 2017 | $607,000 | +17.0% | 14,887 | +17.8% | 0.45% | +8.9% |
| Q4 2016 | $519,000 | -5.5% | 12,640 | -1.8% | 0.42% | -11.1% |
| Q3 2016 | $549,000 | -7.6% | 12,868 | -6.0% | 0.47% | -16.0% |
| Q2 2016 | $594,000 | +51.9% | 13,696 | +44.9% | 0.56% | +40.1% |
| Q1 2016 | $391,000 | +46.4% | 9,452 | +40.0% | 0.40% | +41.3% |
| Q4 2015 | $267,000 | – | 6,753 | – | 0.28% | – |
Download | ||||||
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% |