SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $448,446 | -22.6% | 22,962 | -22.7% | 0.16% | -25.6% |
Q1 2023 | $579,156 | +2.9% | 29,700 | +1.7% | 0.22% | -2.7% |
Q4 2022 | $563,093 | +5.6% | 29,191 | +2.4% | 0.22% | -0.5% |
Q3 2022 | $533,000 | -6.3% | 28,511 | +5.6% | 0.22% | +1.4% |
Q2 2022 | $569,000 | -12.7% | 26,988 | +3.1% | 0.22% | +0.5% |
Q1 2022 | $652,000 | +1.6% | 26,176 | +114.7% | 0.22% | +4.8% |
Q4 2021 | $642,000 | +5.4% | 12,190 | -8.6% | 0.21% | +1.0% |
Q3 2021 | $609,000 | +8.2% | 13,339 | +8.4% | 0.21% | +7.9% |
Q2 2021 | $563,000 | +10.4% | 12,303 | -0.9% | 0.19% | +3.2% |
Q1 2021 | $510,000 | +22.6% | 12,410 | +13.2% | 0.18% | +17.8% |
Q4 2020 | $416,000 | +10.6% | 10,961 | +3.2% | 0.16% | -3.1% |
Q3 2020 | $376,000 | -5.3% | 10,617 | -5.7% | 0.16% | -12.9% |
Q2 2020 | $397,000 | -3.6% | 11,263 | -10.6% | 0.19% | -11.4% |
Q1 2020 | $412,000 | -58.1% | 12,599 | -41.2% | 0.21% | 0.0% |
Q4 2019 | $984,000 | -0.4% | 21,430 | +2.2% | 0.21% | -4.1% |
Q3 2019 | $988,000 | +116.7% | 20,960 | +104.2% | 0.22% | +6.8% |
Q2 2019 | $456,000 | -49.2% | 10,265 | -49.3% | 0.20% | -0.5% |
Q1 2019 | $898,000 | +102.3% | 20,230 | +75.6% | 0.21% | -5.5% |
Q4 2018 | $444,000 | -46.0% | 11,520 | -41.5% | 0.22% | +17.8% |
Q3 2018 | $822,000 | +101.5% | 19,680 | +101.3% | 0.18% | -1.6% |
Q2 2018 | $408,000 | +18.6% | 9,775 | +8.6% | 0.19% | +14.6% |
Q1 2018 | $344,000 | -82.9% | 9,000 | -81.4% | 0.16% | -57.0% |
Q4 2017 | $2,012,000 | +6.0% | 48,354 | +4.8% | 0.38% | +4.1% |
Q3 2017 | $1,898,000 | +0.1% | 46,136 | +0.3% | 0.37% | -1.3% |
Q2 2017 | $1,896,000 | +102.6% | 45,988 | +100.3% | 0.37% | -1.9% |
Q1 2017 | $936,000 | -46.8% | 22,956 | -46.5% | 0.38% | -1.3% |
Q4 2016 | $1,760,000 | – | 42,880 | – | 0.38% | – |
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% |