SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $251,391 | +16.0% | 12,872 | +15.8% | 0.00% | -100.0% |
| Q1 2023 | $216,716 | -23.3% | 11,113 | -24.1% | 0.00% | 0.0% |
| Q4 2022 | $282,393 | -16.5% | 14,645 | -19.0% | 0.00% | 0.0% |
| Q3 2022 | $338,000 | -1.7% | 18,073 | +10.5% | 0.00% | 0.0% |
| Q2 2022 | $344,000 | +4.9% | 16,352 | +23.9% | 0.00% | +33.3% |
| Q1 2022 | $328,000 | -1.8% | 13,199 | +107.9% | 0.00% | 0.0% |
| Q4 2021 | $334,000 | +7.4% | 6,350 | -6.7% | 0.00% | -25.0% |
| Q3 2021 | $311,000 | – | 6,804 | – | 0.00% | – |
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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% |