SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,226 | -62.3% | 1,599 | -62.3% | 0.02% | -51.4% |
| Q1 2023 | $82,794 | +1.1% | 4,246 | 0.0% | 0.04% | -12.5% |
| Q4 2022 | $81,903 | +6.4% | 4,246 | +3.6% | 0.04% | +14.3% |
| Q3 2022 | $77,000 | -6.1% | 4,098 | +5.8% | 0.04% | -5.4% |
| Q2 2022 | $82,000 | -57.3% | 3,875 | -50.0% | 0.04% | -7.5% |
| Q1 2022 | $192,000 | +88.2% | 7,746 | +299.9% | 0.04% | -11.1% |
| Q4 2021 | $102,000 | +14.6% | 1,937 | -1.0% | 0.04% | +4.7% |
| Q3 2021 | $89,000 | -4.3% | 1,956 | -3.4% | 0.04% | -10.4% |
| Q2 2021 | $93,000 | -4.1% | 2,024 | -14.3% | 0.05% | -15.8% |
| Q1 2021 | $97,000 | +9.0% | 2,362 | +1.2% | 0.06% | -3.4% |
| Q4 2020 | $89,000 | -16.0% | 2,335 | -21.9% | 0.06% | -24.4% |
| Q3 2020 | $106,000 | +1.0% | 2,989 | +0.2% | 0.08% | -4.9% |
| Q2 2020 | $105,000 | +6.1% | 2,984 | -0.9% | 0.08% | -12.8% |
| Q1 2020 | $99,000 | -22.0% | 3,011 | +9.2% | 0.09% | -12.1% |
| Q4 2019 | $127,000 | – | 2,757 | – | 0.11% | – |
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% |