SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,040 | -8.4% | 15,326 | +0.8% | 0.02% | -8.0% |
| Q2 2023 | $296,995 | -9.6% | 15,207 | -9.7% | 0.02% | -19.4% |
| Q1 2023 | $328,357 | +3.4% | 16,839 | +2.3% | 0.03% | -3.1% |
| Q4 2022 | $317,686 | -47.9% | 16,468 | -49.6% | 0.03% | -8.6% |
| Q3 2022 | $610,000 | -10.8% | 32,666 | +0.7% | 0.04% | -10.3% |
| Q2 2022 | $684,000 | -14.7% | 32,428 | +0.7% | 0.04% | 0.0% |
| Q1 2022 | $802,000 | +77.0% | 32,204 | +275.2% | 0.04% | -13.3% |
| Q4 2021 | $453,000 | – | 8,583 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 338,449 | $6,609,903 | 5.85% |
| Pioneer Wealth Management Group | 317,504 | $6,200,848 | 4.93% |
| Upper Left Wealth Management, LLC | 176,799 | $3,452,885 | 3.84% |
| Moisand Fitzgerald Tamayo, LLC | 909,572 | $17,763,944 | 3.63% |
| WEALTH MANAGEMENT RESOURCES, INC. | 318,515 | $6,220,600 | 3.62% |
| Cypress Point Wealth Management, LLC | 172,872 | $3,376,182 | 3.60% |
| Courage Miller Partners, LLC | 401,282 | $7,837,042 | 3.26% |
| RATIONAL ADVISORS LLC | 1,962,413 | $38,325,926 | 3.17% |
| Gunma Bank,Ltd. | 221,000 | $4,316 | 2.92% |
| Firestone Capital Management | 439,086 | $8,755,376 | 2.85% |