SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232,845 | -1.3% | 13,118 | +8.6% | 0.08% | +2.5% |
| Q2 2023 | $235,903 | -51.7% | 12,079 | -51.7% | 0.08% | -52.4% |
| Q1 2023 | $487,988 | -10.1% | 25,025 | -11.0% | 0.17% | -11.2% |
| Q4 2022 | $542,686 | -21.8% | 28,133 | -24.2% | 0.19% | -27.5% |
| Q3 2022 | $694,000 | -15.3% | 37,134 | -4.4% | 0.26% | -9.8% |
| Q2 2022 | $819,000 | -34.7% | 38,826 | -23.0% | 0.29% | -21.9% |
| Q1 2022 | $1,255,000 | -14.2% | 50,424 | +81.6% | 0.37% | -15.9% |
| Q4 2021 | $1,463,000 | +15.0% | 27,762 | -0.3% | 0.44% | +6.1% |
| Q3 2021 | $1,272,000 | +0.1% | 27,844 | +0.3% | 0.41% | -1.7% |
| Q2 2021 | $1,271,000 | +15.9% | 27,764 | +4.0% | 0.42% | -7.3% |
| Q1 2021 | $1,097,000 | +21.9% | 26,686 | +12.6% | 0.45% | +14.8% |
| Q4 2020 | $900,000 | +3.7% | 23,708 | -3.4% | 0.39% | -6.0% |
| Q3 2020 | $868,000 | +6.5% | 24,545 | +6.1% | 0.42% | -3.2% |
| Q2 2020 | $815,000 | +9.8% | 23,131 | +2.1% | 0.43% | -3.1% |
| Q1 2020 | $742,000 | -50.6% | 22,656 | -30.7% | 0.44% | -41.3% |
| Q4 2019 | $1,502,000 | +12.4% | 32,685 | +15.4% | 0.76% | +5.0% |
| Q3 2019 | $1,336,000 | +15.2% | 28,321 | +8.5% | 0.72% | +9.7% |
| Q2 2019 | $1,160,000 | +20.6% | 26,103 | +20.6% | 0.66% | +13.4% |
| Q1 2019 | $962,000 | – | 21,648 | – | 0.58% | – |
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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% |