SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,757 | -13.8% | 28,268 | -5.2% | 0.26% | -12.8% |
| Q2 2023 | $582,259 | -2.3% | 29,814 | -2.5% | 0.30% | -8.2% |
| Q1 2023 | $596,030 | -22.9% | 30,566 | -23.8% | 0.33% | -29.1% |
| Q4 2022 | $773,528 | +98.3% | 40,100 | +92.0% | 0.47% | +74.3% |
| Q3 2022 | $390,000 | -61.5% | 20,881 | -56.6% | 0.27% | -60.9% |
| Q2 2022 | $1,014,000 | +133.1% | 48,084 | +175.4% | 0.69% | +156.0% |
| Q1 2022 | $435,000 | -10.7% | 17,458 | +89.0% | 0.27% | -11.3% |
| Q4 2021 | $487,000 | -23.8% | 9,235 | -34.0% | 0.30% | -48.3% |
| Q3 2021 | $639,000 | – | 13,996 | – | 0.58% | – |
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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% |