SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,898 | -4.9% | 952 | +4.6% | 0.00% | 0.0% |
| Q2 2023 | $17,772 | +0.2% | 910 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $17,745 | +2.9% | 910 | +1.8% | 0.01% | 0.0% |
| Q4 2022 | $17,245 | +1.4% | 894 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $17,000 | -10.5% | 894 | +1.0% | 0.01% | -16.7% |
| Q2 2022 | $19,000 | -9.5% | 885 | +5.5% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | 0.0% | 839 | +113.5% | 0.01% | 0.0% |
| Q4 2021 | $21,000 | +23.5% | 393 | +4.5% | 0.01% | 0.0% |
| Q3 2021 | $17,000 | +30.8% | 376 | +34.3% | 0.01% | +50.0% |
| Q2 2021 | $13,000 | +62.5% | 280 | +42.9% | 0.00% | +33.3% |
| Q1 2021 | $8,000 | +14.3% | 196 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 196 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $7,000 | +16.7% | 196 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -33.3% | 196 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 196 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $9,000 | – | 196 | – | 0.01% | – |
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% |