SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,414 | -8.4% | 305 | +0.7% | 0.00% | 0.0% |
| Q2 2023 | $5,910 | +1.1% | 303 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $5,844 | -96.6% | 300 | -96.7% | 0.00% | -97.7% |
| Q4 2022 | $173,818 | +4.1% | 9,011 | +0.8% | 0.04% | -17.3% |
| Q3 2022 | $167,000 | -10.7% | 8,937 | +0.8% | 0.05% | -8.8% |
| Q2 2022 | $187,000 | -89.8% | 8,868 | -74.6% | 0.06% | -88.7% |
| Q4 2021 | $1,838,000 | +13.2% | 34,883 | -1.8% | 0.50% | +5.0% |
| Q3 2021 | $1,623,000 | – | 35,537 | – | 0.48% | – |
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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% |