OSAIC HOLDINGS, INC. - SCHWAB STRATEGIC TR ownership

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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%.

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Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$1,895,007
+7.3%
106,756
+18.1%
0.00%0.0%
Q2 2023$1,765,575
+16.3%
90,373
+16.0%
0.00%0.0%
Q1 2023$1,518,663
-9.8%
77,910
-10.7%
0.00%0.0%
Q4 2022$1,684,170
-57.3%
87,289
-58.6%
0.00%
-66.7%
Q3 2022$3,945,000
-8.2%
211,044
+3.6%
0.01%0.0%
Q2 2022$4,296,000
-9.0%
203,667
+6.1%
0.01%0.0%
Q1 2022$4,720,000
-74.7%
191,954
-45.8%
0.01%
-74.3%
Q4 2021$18,669,000
+150.5%
354,301
+117.1%
0.04%
+118.8%
Q3 2021$7,454,000
+597.3%
163,164
+599.7%
0.02%
+700.0%
Q2 2021$1,069,000
+13.2%
23,320
+1.6%
0.00%0.0%
Q1 2021$944,000
-21.6%
22,961
-27.4%
0.00%
-33.3%
Q4 2020$1,204,000
+13.2%
31,639
+5.1%
0.00%0.0%
Q3 2020$1,064,000
-18.6%
30,106
-18.9%
0.00%
-25.0%
Q2 2020$1,307,000
-45.4%
37,122
-87.9%
0.00%
-60.0%
Q1 2020$2,395,000–306,409–0.01%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 353,244$6,270,0775.78%
Pioneer Wealth Management Group 361,313$6,413,3014.88%
Upper Left Wealth Management, LLC 191,048$3,391,1023.53%
Moisand Fitzgerald Tamayo, LLC 936,635$16,625,2733.51%
Courage Miller Partners, LLC 439,956$7,809,2233.20%
RATIONAL ADVISORS LLC 1,804,550$32,030,7632.90%
WEALTH MANAGEMENT RESOURCES, INC. 334,233$5,932,4642.87%
Gunma Bank,Ltd. 221,000$3,9232.86%
BlueSky Wealth Advisors, LLC 770,541$13,677,0942.80%
Firestone Capital Management 428,479$7,605,5082.60%
View complete list of SCHWAB STRATEGIC TR shareholders