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 | $326,720 | -10.6% | 18,407 | -1.6% | 0.34% | -5.8% |
| Q2 2023 | $365,294 | +0.2% | 18,704 | +0.0% | 0.36% | -2.4% |
| Q1 2023 | $364,674 | -2.2% | 18,701 | -3.2% | 0.37% | -5.1% |
| Q4 2022 | $372,784 | +3.3% | 19,325 | +0.0% | 0.39% | -3.2% |
| Q3 2022 | $361,000 | -12.0% | 19,320 | -0.7% | 0.40% | -7.6% |
| Q2 2022 | $410,000 | -15.8% | 19,450 | -0.7% | 0.44% | -1.8% |
| Q1 2022 | $487,000 | -6.0% | 19,590 | +99.5% | 0.44% | -3.9% |
| Q4 2021 | $518,000 | – | 9,820 | – | 0.46% | – |
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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% |