SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 483 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.04 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $399,153 | +23.1% | 19,818 | +26.6% | 0.03% | +23.1% |
| Q4 2023 | $324,120 | -16.7% | 15,650 | -21.4% | 0.03% | -18.8% |
| Q2 2023 | $388,867 | -12.3% | 19,911 | -13.3% | 0.03% | -17.9% |
| Q4 2022 | $443,197 | +107.1% | 22,975 | +100.2% | 0.04% | +95.0% |
| Q3 2022 | $214,000 | -39.0% | 11,474 | -30.9% | 0.02% | -37.5% |
| Q2 2022 | $351,000 | +22.7% | 16,598 | +44.7% | 0.03% | +45.5% |
| Q1 2022 | $286,000 | -11.7% | 11,474 | +86.8% | 0.02% | -15.4% |
| Q4 2021 | $324,000 | -7.2% | 6,142 | -19.6% | 0.03% | -18.8% |
| Q3 2021 | $349,000 | -1.4% | 7,635 | -1.2% | 0.03% | -3.0% |
| Q2 2021 | $354,000 | +16.1% | 7,727 | +4.0% | 0.03% | +10.0% |
| Q1 2021 | $305,000 | +15.1% | 7,427 | +6.5% | 0.03% | 0.0% |
| Q4 2020 | $265,000 | +8.2% | 6,976 | +0.2% | 0.03% | -11.8% |
| Q2 2020 | $245,000 | +7.0% | 6,962 | -0.5% | 0.03% | +466.7% |
| Q1 2020 | $229,000 | – | 6,996 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
| Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
| Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
| Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
| WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
| RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
| Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
| Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
| Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
| Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |