SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $552,167 | -9.3% | 31,108 | -0.2% | 0.02% | -16.7% |
| Q2 2023 | $608,828 | -4.8% | 31,174 | -4.9% | 0.02% | -11.1% |
| Q1 2023 | $639,405 | +5.2% | 32,790 | +4.1% | 0.03% | +3.8% |
| Q4 2022 | $607,828 | +2.7% | 31,510 | -0.5% | 0.03% | -7.1% |
| Q3 2022 | $592,000 | -13.6% | 31,678 | -2.5% | 0.03% | -15.2% |
| Q2 2022 | $685,000 | -10.3% | 32,487 | +124.0% | 0.03% | +3.1% |
| Q4 2021 | $764,000 | +22.0% | 14,505 | +5.8% | 0.03% | +6.7% |
| Q3 2021 | $626,000 | +4.9% | 13,710 | +5.7% | 0.03% | +3.4% |
| Q2 2021 | $597,000 | +27.3% | 12,976 | +15.8% | 0.03% | +7.4% |
| Q1 2021 | $469,000 | +24.1% | 11,205 | +12.6% | 0.03% | 0.0% |
| Q4 2020 | $378,000 | +29.5% | 9,948 | +20.5% | 0.03% | +3.8% |
| Q3 2020 | $292,000 | +5.4% | 8,257 | +5.0% | 0.03% | -7.1% |
| Q2 2020 | $277,000 | +12.6% | 7,861 | +4.5% | 0.03% | -15.2% |
| Q1 2020 | $246,000 | -24.1% | 7,521 | +6.8% | 0.03% | -19.5% |
| Q4 2019 | $324,000 | +6.2% | 7,044 | +8.9% | 0.04% | -14.6% |
| Q3 2019 | $305,000 | +16.0% | 6,467 | +9.4% | 0.05% | +9.1% |
| Q2 2019 | $263,000 | -24.2% | 5,912 | -24.2% | 0.04% | -17.0% |
| Q1 2019 | $347,000 | +48.3% | 7,802 | +28.6% | 0.05% | +3.9% |
| Q4 2018 | $234,000 | +7.8% | 6,065 | +16.5% | 0.05% | +15.9% |
| Q3 2018 | $217,000 | -4.8% | 5,205 | -4.8% | 0.04% | -45.7% |
| Q4 2017 | $228,000 | – | 5,468 | – | 0.08% | – |
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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% |