SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 457 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $93,952 | -0.7% | 4,660 | 0.0% | 0.03% | -5.7% |
Q1 2024 | $94,605 | +9.4% | 4,660 | +11.6% | 0.04% | -12.5% |
Q4 2023 | $86,486 | -8.3% | 4,176 | -21.4% | 0.04% | -7.0% |
Q3 2023 | $94,314 | +89722.9% | 5,313 | -0.7% | 0.04% | -8.5% |
Q2 2023 | $105 | +1.0% | 5,353 | 0.0% | 0.05% | -6.0% |
Q1 2023 | $104 | +15.6% | 5,353 | +14.8% | 0.05% | +8.7% |
Q4 2022 | $90 | -99.9% | 4,662 | -12.9% | 0.05% | -11.5% |
Q3 2022 | $100,000 | -11.5% | 5,352 | +0.0% | 0.05% | -7.1% |
Q2 2022 | $113,000 | -15.0% | 5,351 | 0.0% | 0.06% | +3.7% |
Q1 2022 | $133,000 | -5.7% | 5,351 | +100.0% | 0.05% | +1.9% |
Q4 2021 | $141,000 | +15.6% | 2,676 | 0.0% | 0.05% | +3.9% |
Q3 2021 | $122,000 | -4.7% | 2,676 | 0.0% | 0.05% | -3.8% |
Q2 2021 | $128,000 | +18.5% | 2,676 | +1.5% | 0.05% | +1.9% |
Q1 2021 | $108,000 | +8.0% | 2,636 | +0.0% | 0.05% | +2.0% |
Q4 2020 | $100,000 | -2.9% | 2,635 | -2.6% | 0.05% | -5.6% |
Q3 2020 | $103,000 | +8.4% | 2,705 | 0.0% | 0.05% | -8.5% |
Q2 2020 | $95,000 | +8.0% | 2,705 | +8.0% | 0.06% | 0.0% |
Q1 2020 | $88,000 | -1.1% | 2,505 | +29.7% | 0.06% | +1.7% |
Q4 2019 | $89,000 | +3.5% | 1,932 | +5.5% | 0.06% | -4.9% |
Q3 2019 | $86,000 | -6.5% | 1,831 | -11.0% | 0.06% | -9.0% |
Q2 2019 | $92,000 | -9.8% | 2,058 | -10.5% | 0.07% | -15.2% |
Q1 2019 | $102,000 | +15.9% | 2,300 | +0.4% | 0.08% | +2.6% |
Q4 2018 | $88,000 | -4.3% | 2,290 | 0.0% | 0.08% | +20.3% |
Q3 2018 | $92,000 | -3.2% | 2,290 | 0.0% | 0.06% | +4.9% |
Q2 2018 | $95,000 | -1.0% | 2,290 | -9.2% | 0.06% | -9.0% |
Q1 2018 | $96,000 | -24.4% | 2,522 | -17.6% | 0.07% | -33.7% |
Q4 2017 | $127,000 | – | 3,060 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |