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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $807,537 | -12.3% | 45,495 | -3.6% | 0.03% | -14.3% |
Q2 2023 | $921,289 | -4.0% | 47,173 | -4.1% | 0.04% | -12.5% |
Q1 2023 | $959,673 | -3.4% | 49,214 | -4.4% | 0.04% | -16.7% |
Q4 2022 | $993,290 | -8.6% | 51,492 | -11.5% | 0.05% | -17.2% |
Q3 2022 | $1,087,000 | -14.1% | 58,171 | -3.1% | 0.06% | -13.4% |
Q2 2022 | $1,266,000 | -17.8% | 60,022 | -3.0% | 0.07% | -5.6% |
Q1 2022 | $1,541,000 | -8.3% | 61,908 | +94.1% | 0.07% | -6.6% |
Q4 2021 | $1,680,000 | +10.9% | 31,893 | -3.8% | 0.08% | -1.3% |
Q3 2021 | $1,515,000 | -5.4% | 33,165 | -5.1% | 0.08% | -9.4% |
Q2 2021 | $1,601,000 | +6.6% | 34,954 | -4.4% | 0.08% | -2.3% |
Q1 2021 | $1,502,000 | +4.4% | 36,545 | -3.5% | 0.09% | -3.3% |
Q4 2020 | $1,439,000 | -2.2% | 37,886 | -9.0% | 0.09% | -18.2% |
Q3 2020 | $1,472,000 | -7.4% | 41,629 | -7.8% | 0.11% | -19.7% |
Q2 2020 | $1,590,000 | +8.7% | 45,138 | +1.0% | 0.14% | -14.9% |
Q1 2020 | $1,463,000 | -21.3% | 44,671 | +10.5% | 0.16% | -10.1% |
Q4 2019 | $1,859,000 | -10.3% | 40,440 | -8.0% | 0.18% | -19.0% |
Q3 2019 | $2,073,000 | +10.4% | 43,958 | +4.1% | 0.22% | +5.2% |
Q2 2019 | $1,877,000 | -4.3% | 42,228 | -4.4% | 0.21% | -7.9% |
Q1 2019 | $1,962,000 | +15.1% | 44,161 | -0.3% | 0.23% | +2.7% |
Q4 2018 | $1,705,000 | -14.4% | 44,281 | -7.2% | 0.22% | -15.3% |
Q3 2018 | $1,992,000 | -6.3% | 47,738 | -6.2% | 0.26% | -16.6% |
Q2 2018 | $2,127,000 | +191.0% | 50,913 | +166.4% | 0.31% | +166.1% |
Q1 2018 | $731,000 | +220.6% | 19,115 | +248.3% | 0.12% | +202.6% |
Q4 2017 | $228,000 | – | 5,488 | – | 0.04% | – |
Download |
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% |