SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $746,512 | -11.9% | 42,057 | -3.1% | 0.38% | -10.8% |
Q2 2023 | $847,758 | -16.6% | 43,408 | -16.7% | 0.43% | -20.9% |
Q1 2023 | $1,016,009 | +96662.8% | 52,103 | -4.3% | 0.54% | -8.5% |
Q4 2022 | $1,050 | -99.9% | 54,435 | -4.0% | 0.59% | -5.8% |
Q3 2022 | $1,060,000 | -14.4% | 56,694 | -3.5% | 0.63% | -11.5% |
Q2 2022 | $1,239,000 | -20.6% | 58,763 | -6.3% | 0.71% | -7.3% |
Q1 2022 | $1,561,000 | -9.1% | 62,714 | +92.5% | 0.76% | -8.1% |
Q4 2021 | $1,717,000 | +14.1% | 32,584 | -1.1% | 0.83% | +4.1% |
Q3 2021 | $1,505,000 | -2.3% | 32,947 | -2.1% | 0.80% | -2.3% |
Q2 2021 | $1,541,000 | +5.5% | 33,655 | -5.3% | 0.82% | -3.0% |
Q1 2021 | $1,460,000 | +1.7% | 35,543 | -6.0% | 0.84% | -10.8% |
Q4 2020 | $1,436,000 | +3.6% | 37,810 | -3.5% | 0.94% | -9.2% |
Q3 2020 | $1,386,000 | -1.8% | 39,197 | -2.2% | 1.04% | -12.8% |
Q2 2020 | $1,412,000 | +11.4% | 40,080 | +3.6% | 1.19% | -14.5% |
Q1 2020 | $1,267,000 | -28.1% | 38,699 | +0.9% | 1.39% | -11.9% |
Q4 2019 | $1,763,000 | – | 38,363 | – | 1.58% | – |
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% |