SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,217,222 | -13.5% | 293,928 | -4.8% | 1.28% | -12.2% |
| Q2 2023 | $6,032,524 | +2.6% | 308,885 | +2.4% | 1.46% | -5.7% |
| Q1 2023 | $5,881,792 | +5.1% | 301,630 | +3.9% | 1.55% | -11.5% |
| Q4 2022 | $5,598,717 | +6.4% | 290,239 | +3.1% | 1.75% | -11.6% |
| Q3 2022 | $5,263,000 | -8.3% | 281,617 | +3.4% | 1.98% | -11.0% |
| Q2 2022 | $5,741,000 | +35.8% | 272,230 | +60.3% | 2.23% | +40.2% |
| Q1 2022 | $4,228,000 | – | 169,865 | – | 1.59% | – |
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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% |