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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $511,239 | +7.3% | 28,802 | +18.1% | 0.39% | +5.7% |
| Q2 2023 | $476,379 | -6.0% | 24,392 | -6.2% | 0.37% | -17.2% |
| Q1 2023 | $506,828 | +12.6% | 25,991 | +11.3% | 0.44% | +10.0% |
| Q4 2022 | $450,291 | +15.5% | 23,343 | +12.0% | 0.40% | -0.7% |
| Q3 2022 | $390,000 | -7.4% | 20,833 | +4.4% | 0.40% | -10.0% |
| Q2 2022 | $421,000 | -4.3% | 19,954 | +12.7% | 0.45% | +10.6% |
| Q1 2022 | $440,000 | – | 17,702 | – | 0.41% | – |
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% |