SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $240,258 | -34.9% | 12,302 | -35.0% | 0.00% | -50.0% |
| Q1 2023 | $369,185 | +50.7% | 18,933 | +49.1% | 0.00% | +100.0% |
| Q4 2022 | $244,906 | -99.9% | 12,696 | -53.5% | 0.00% | -33.3% |
| Q3 2022 | $255,255,000 | +81975.6% | 27,324 | +118.7% | 0.00% | 0.0% |
| Q1 2022 | $311,000 | -15.5% | 12,492 | +79.0% | 0.00% | -25.0% |
| Q4 2021 | $368,000 | -42.4% | 6,979 | -50.1% | 0.00% | -33.3% |
| Q3 2021 | $639,000 | +177.8% | 13,983 | +178.1% | 0.01% | +100.0% |
| Q2 2021 | $230,000 | -16.4% | 5,028 | -24.7% | 0.00% | 0.0% |
| Q1 2021 | $275,000 | -76.5% | 6,681 | -78.6% | 0.00% | -78.6% |
| Q4 2020 | $1,170,000 | -99.6% | 31,160 | +22981.5% | 0.01% | +133.3% |
| Q3 2020 | $305,000,000 | – | 135 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 353,244 | $6,270,077 | 5.78% |
| Pioneer Wealth Management Group | 361,313 | $6,413,301 | 4.88% |
| Upper Left Wealth Management, LLC | 191,048 | $3,391,102 | 3.53% |
| Moisand Fitzgerald Tamayo, LLC | 936,635 | $16,625,273 | 3.51% |
| Courage Miller Partners, LLC | 439,956 | $7,809,223 | 3.20% |
| RATIONAL ADVISORS LLC | 1,804,550 | $32,030,763 | 2.90% |
| WEALTH MANAGEMENT RESOURCES, INC. | 334,233 | $5,932,464 | 2.87% |
| Gunma Bank,Ltd. | 221,000 | $3,923 | 2.86% |
| BlueSky Wealth Advisors, LLC | 770,541 | $13,677,094 | 2.80% |
| Firestone Capital Management | 428,479 | $7,605,508 | 2.60% |