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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $230,000 | -88.0% | 10,877 | -70.1% | 0.00% | -100.0% |
| Q4 2021 | $1,910,000 | +87.6% | 36,333 | +64.3% | 0.00% | 0.0% |
| Q2 2021 | $1,018,000 | +10.2% | 22,112 | -15.6% | 0.00% | 0.0% |
| Q3 2020 | $924,000 | -16.9% | 26,200 | +7.5% | 0.00% | -33.3% |
| Q4 2019 | $1,112,000 | +13.4% | 24,378 | +10.3% | 0.00% | 0.0% |
| Q1 2019 | $981,000 | -46.6% | 22,100 | -53.9% | 0.00% | -40.0% |
| Q4 2018 | $1,838,000 | +166.0% | 47,900 | +188.6% | 0.01% | +150.0% |
| Q4 2017 | $691,000 | -53.2% | 16,600 | -53.5% | 0.00% | -66.7% |
| Q2 2017 | $1,475,000 | +8.5% | 35,736 | +6.6% | 0.01% | -25.0% |
| Q1 2017 | $1,359,000 | +77.0% | 33,510 | +79.2% | 0.01% | +100.0% |
| Q4 2016 | $768,000 | -41.9% | 18,700 | -39.3% | 0.00% | -33.3% |
| Q3 2016 | $1,322,000 | -2.4% | 30,800 | -2.2% | 0.01% | -25.0% |
| Q2 2016 | $1,355,000 | – | 31,500 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 353,244 | $6,270,077 | 5.78% |
| Pioneer Wealth Management Group | 361,313 | $6,413,301 | 4.88% |
| Upper Left Wealth Management, LLC | 191,048 | $3,391,102 | 3.53% |
| Moisand Fitzgerald Tamayo, LLC | 936,635 | $16,625,273 | 3.51% |
| Courage Miller Partners, LLC | 439,956 | $7,809,223 | 3.20% |
| RATIONAL ADVISORS LLC | 1,804,550 | $32,030,763 | 2.90% |
| WEALTH MANAGEMENT RESOURCES, INC. | 334,233 | $5,932,464 | 2.87% |
| Gunma Bank,Ltd. | 221,000 | $3,923 | 2.86% |
| BlueSky Wealth Advisors, LLC | 770,541 | $13,677,094 | 2.80% |
| Firestone Capital Management | 428,479 | $7,605,508 | 2.60% |