SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,208 | +59.3% | 293 | +75.4% | 0.00% | +100.0% |
| Q2 2023 | $3,270 | +51.9% | 167 | +51.8% | 0.00% | 0.0% |
| Q1 2023 | $2,153 | +145.8% | 110 | +144.4% | 0.00% | 0.0% |
| Q4 2022 | $876 | – | 45 | +800.0% | 0.00% | – |
| Q3 2022 | $0 | – | 5 | – | 0.00% | – |
| Q2 2022 | $0 | – | 0 | – | 0.00% | – |
| Q1 2022 | $0 | – | 0 | – | 0.00% | – |
| Q4 2021 | $0 | – | 0 | – | 0.00% | – |
| Q3 2021 | $0 | – | 0 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $10,000 | +25.0% | 262 | +41.6% | 0.01% | +100.0% |
| Q3 2018 | $8,000 | -61.9% | 185 | -63.5% | 0.01% | -66.7% |
| Q2 2018 | $21,000 | +90.9% | 507 | +83.0% | 0.02% | +87.5% |
| Q1 2018 | $11,000 | +57.1% | 277 | +52.2% | 0.01% | +60.0% |
| Q4 2017 | $7,000 | – | 182 | – | 0.01% | – |
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% |