SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $47 | -99.9% | 2,434 | 0.0% | 0.03% | -3.2% |
| Q3 2022 | $45,000 | -11.8% | 2,434 | 0.0% | 0.03% | -11.4% |
| Q2 2022 | $51,000 | -16.4% | 2,434 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $61,000 | +22.0% | 2,434 | +100.0% | 0.04% | +12.1% |
| Q1 2021 | $50,000 | +8.7% | 1,217 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $46,000 | +7.0% | 1,217 | 0.0% | 0.03% | -10.5% |
| Q3 2020 | $43,000 | 0.0% | 1,217 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $43,000 | +7.5% | 1,217 | +0.7% | 0.04% | -2.5% |
| Q1 2020 | $40,000 | -27.3% | 1,209 | +0.3% | 0.04% | -4.8% |
| Q4 2019 | $55,000 | -1.8% | 1,205 | +1.9% | 0.04% | -8.7% |
| Q3 2019 | $56,000 | +7.7% | 1,182 | +0.7% | 0.05% | +4.5% |
| Q2 2019 | $52,000 | 0.0% | 1,174 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $52,000 | +15.6% | 1,174 | +0.3% | 0.04% | 0.0% |
| Q4 2018 | $45,000 | -6.2% | 1,170 | +2.0% | 0.04% | +4.8% |
| Q3 2018 | $48,000 | +6.7% | 1,147 | +5.6% | 0.04% | +2.4% |
| Q2 2018 | $45,000 | +9.8% | 1,086 | 0.0% | 0.04% | +10.8% |
| Q1 2018 | $41,000 | -8.9% | 1,086 | 0.0% | 0.04% | -2.6% |
| Q4 2017 | $45,000 | – | 1,086 | – | 0.04% | – |
Download | ||||||
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% |