SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,235 | +28.1% | 40,239 | +40.7% | 0.67% | +19.8% |
| Q1 2023 | $557,493 | +13.0% | 28,589 | +11.8% | 0.56% | +7.1% |
| Q4 2022 | $493,405 | +8.9% | 25,578 | +5.6% | 0.52% | -0.4% |
| Q3 2022 | $453,000 | +0.9% | 24,231 | +13.9% | 0.52% | +4.4% |
| Q2 2022 | $449,000 | -0.2% | 21,276 | +20.5% | 0.50% | +8.6% |
| Q1 2022 | $450,000 | +10.3% | 17,658 | +128.0% | 0.46% | +19.0% |
| Q4 2021 | $408,000 | – | 7,744 | – | 0.39% | – |
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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% |