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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,610 | +15.9% | 236 | +15.7% | 0.00% | – |
| Q1 2023 | $3,978 | +1.1% | 204 | 0.0% | 0.00% | – |
| Q4 2022 | $3,935 | -1.6% | 204 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $4,000 | -20.0% | 204 | -12.8% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -16.7% | 234 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | 0.0% | 234 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | +20.0% | 117 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 117 | +14.7% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | +25.0% | 102 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | – | 102 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 353,244 | $6,270,077 | 5.78% |
| Pioneer Wealth Management Group | 361,313 | $6,413,301 | 4.88% |
| Upper Left Wealth Management, LLC | 191,048 | $3,391,102 | 3.53% |
| Moisand Fitzgerald Tamayo, LLC | 936,635 | $16,625,273 | 3.51% |
| Courage Miller Partners, LLC | 439,956 | $7,809,223 | 3.20% |
| RATIONAL ADVISORS LLC | 1,804,550 | $32,030,763 | 2.90% |
| WEALTH MANAGEMENT RESOURCES, INC. | 334,233 | $5,932,464 | 2.87% |
| Gunma Bank,Ltd. | 221,000 | $3,923 | 2.86% |
| BlueSky Wealth Advisors, LLC | 770,541 | $13,677,094 | 2.80% |
| Firestone Capital Management | 428,479 | $7,605,508 | 2.60% |