SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 442 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $267,067 | -8.8% | 15,046 | +0.3% | 0.16% | -7.9% |
| Q2 2023 | $292,842 | -2.4% | 14,994 | -2.5% | 0.18% | -4.3% |
| Q1 2023 | $299,996 | +1.4% | 15,384 | +0.3% | 0.18% | -5.1% |
| Q4 2022 | $295,911 | +53.3% | 15,340 | +48.3% | 0.20% | +42.3% |
| Q3 2022 | $193,000 | -40.1% | 10,342 | -32.4% | 0.14% | -38.8% |
| Q2 2022 | $322,000 | -36.9% | 15,290 | -25.3% | 0.22% | -30.0% |
| Q1 2022 | $510,000 | +61.9% | 20,479 | +242.8% | 0.32% | +63.3% |
| Q4 2021 | $315,000 | +15.8% | 5,974 | +0.4% | 0.20% | +10.1% |
| Q3 2021 | $272,000 | 0.0% | 5,953 | +0.3% | 0.18% | -2.7% |
| Q2 2021 | $272,000 | -1.4% | 5,938 | -11.6% | 0.18% | -6.6% |
| Q1 2021 | $276,000 | +8.2% | 6,720 | +0.2% | 0.20% | +4.8% |
| Q4 2020 | $255,000 | +8.1% | 6,708 | +0.4% | 0.19% | -6.0% |
| Q3 2020 | $236,000 | -36.6% | 6,678 | -36.8% | 0.20% | -41.5% |
| Q2 2020 | $372,000 | – | 10,564 | – | 0.34% | – |
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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% |