Passive Capital Management, LLC. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
Passive Capital Management, LLC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$2,102,350
+4.9%
107,813
+3.8%
0.92%
+0.5%
Q4 2022$2,003,266
-50.2%
103,850
-51.7%
0.91%
-57.1%
Q3 2022$4,019,876
+3.1%
215,082
+16.4%
2.12%
+7.0%
Q2 2022$3,897,891
+21.4%
184,822
+43.3%
1.98%
+15.3%
Q1 2022$3,211,012
+184.2%
129,008
+501.6%
1.72%
+168.9%
Q4 2021$1,129,94421,4450.64%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Financial Planning, Inc. 338,449$6,609,9035.85%
Pioneer Wealth Management Group 317,504$6,200,8484.93%
Upper Left Wealth Management, LLC 176,799$3,452,8853.84%
Moisand Fitzgerald Tamayo, LLC 909,572$17,763,9443.63%
WEALTH MANAGEMENT RESOURCES, INC. 318,515$6,220,6003.62%
Cypress Point Wealth Management, LLC 172,872$3,376,1823.60%
Courage Miller Partners, LLC 401,282$7,837,0423.26%
RATIONAL ADVISORS LLC 1,962,413$38,325,9263.17%
Gunma Bank,Ltd. 221,000$4,3162.92%
Firestone Capital Management 439,086$8,755,3762.85%
View complete list of SCHWAB STRATEGIC TR shareholders