SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 483 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is 0.04 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,931,768 | -14.0% | 96,734 | -12.6% | 0.15% | -15.3% |
| Q1 2024 | $2,246,104 | -10.1% | 110,646 | -8.3% | 0.18% | -15.0% |
| Q4 2023 | $2,499,715 | +34.4% | 120,701 | +15.2% | 0.21% | +14.4% |
| Q3 2023 | $1,859,305 | +64.1% | 104,750 | +80.6% | 0.18% | +75.7% |
| Q2 2023 | $1,132,883 | -14.3% | 58,007 | -14.4% | 0.10% | -34.8% |
| Q1 2023 | $1,321,310 | -81.3% | 67,760 | -81.5% | 0.16% | -89.7% |
| Q4 2022 | $7,061,038 | +1451.9% | 366,047 | +1402.0% | 1.53% | +1133.1% |
| Q3 2022 | $455,000 | +76.4% | 24,370 | +99.1% | 0.12% | +77.1% |
| Q2 2022 | $258,000 | – | 12,241 | – | 0.07% | – |
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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% |