SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $669,388 | -9.1% | 37,712 | 0.0% | 0.24% | -5.6% |
Q2 2023 | $736,515 | +0.5% | 37,712 | +0.3% | 0.25% | -6.3% |
Q1 2023 | $732,849 | +110769.7% | 37,582 | +9.7% | 0.27% | +5.9% |
Q4 2022 | $661 | -99.7% | 34,252 | +142.6% | 0.25% | +122.8% |
Q3 2022 | $264,000 | +74.8% | 14,116 | +97.5% | 0.11% | +83.9% |
Q2 2022 | $151,000 | -15.2% | 7,146 | 0.0% | 0.06% | 0.0% |
Q1 2022 | $178,000 | +34.8% | 7,146 | +185.7% | 0.06% | +31.9% |
Q4 2021 | $132,000 | +15.8% | 2,501 | 0.0% | 0.05% | +2.2% |
Q3 2021 | $114,000 | +15.2% | 2,501 | +15.6% | 0.05% | +2.2% |
Q2 2021 | $99,000 | +11.2% | 2,163 | 0.0% | 0.04% | +4.7% |
Q1 2021 | $89,000 | +12.7% | 2,163 | +4.3% | 0.04% | -12.2% |
Q4 2020 | $79,000 | +11.3% | 2,073 | +3.8% | 0.05% | -2.0% |
Q3 2020 | $71,000 | -18.4% | 1,997 | -19.1% | 0.05% | -23.1% |
Q2 2020 | $87,000 | +74.0% | 2,470 | +62.6% | 0.06% | +51.2% |
Q1 2020 | $50,000 | +138.1% | 1,519 | +239.1% | 0.04% | +186.7% |
Q4 2019 | $21,000 | 0.0% | 448 | 0.0% | 0.02% | +25.0% |
Q3 2019 | $21,000 | -34.4% | 448 | -37.2% | 0.01% | -33.3% |
Q2 2019 | $32,000 | 0.0% | 713 | 0.0% | 0.02% | -5.3% |
Q1 2019 | $32,000 | -28.9% | 713 | -38.6% | 0.02% | -32.1% |
Q4 2018 | $45,000 | +800.0% | 1,161 | +867.5% | 0.03% | +600.0% |
Q1 2017 | $5,000 | – | 120 | – | 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% |