SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,550 | -9.1% | 200 | 0.0% | 0.00% | – |
Q2 2023 | $3,906 | +0.2% | 200 | 0.0% | 0.00% | – |
Q1 2023 | $3,900 | -96.3% | 200 | -96.3% | 0.00% | -100.0% |
Q4 2022 | $104,880 | +22.0% | 5,437 | +18.8% | 0.00% | +50.0% |
Q3 2022 | $86,000 | -14.0% | 4,576 | -3.3% | 0.00% | -33.3% |
Q2 2022 | $100,000 | -9.9% | 4,734 | +5.9% | 0.00% | 0.0% |
Q1 2022 | $111,000 | +2120.0% | 4,470 | +4370.0% | 0.00% | – |
Q4 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q3 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q2 2021 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – |
Q1 2021 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | – |
Q4 2020 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q3 2020 | $3,000 | 0.0% | 100 | -1.0% | 0.00% | – |
Q2 2020 | $3,000 | -84.2% | 101 | -83.3% | 0.00% | -100.0% |
Q1 2020 | $19,000 | -32.1% | 606 | -1.3% | 0.00% | 0.0% |
Q4 2019 | $28,000 | +12.0% | 614 | +14.1% | 0.00% | +100.0% |
Q3 2019 | $25,000 | – | 538 | – | 0.00% | – |
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% |