SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 451 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $673,940 | -51.5% | 34,561 | -52.1% | 0.00% | – |
Q4 2022 | $1,390,694 | +127.6% | 72,094 | +120.6% | 0.00% | – |
Q3 2022 | $611,000 | -9.3% | 32,674 | +2.2% | 0.00% | – |
Q2 2022 | $674,000 | +6.1% | 31,974 | +25.3% | 0.00% | – |
Q1 2022 | $635,000 | -28.2% | 25,524 | +52.1% | 0.00% | – |
Q4 2021 | $884,000 | +12.3% | 16,780 | -2.6% | 0.00% | – |
Q3 2021 | $787,000 | -11.0% | 17,230 | -10.7% | 0.00% | – |
Q2 2021 | $884,000 | +8.2% | 19,299 | -2.9% | 0.00% | – |
Q1 2021 | $817,000 | +15.1% | 19,879 | +6.3% | 0.00% | – |
Q4 2020 | $710,000 | +9.7% | 18,708 | +2.2% | 0.00% | – |
Q3 2020 | $647,000 | +3.2% | 18,303 | +2.8% | 0.00% | – |
Q2 2020 | $627,000 | +31.7% | 17,797 | +22.4% | 0.00% | – |
Q1 2020 | $476,000 | -25.6% | 14,543 | +4.4% | 0.00% | – |
Q4 2019 | $640,000 | -1.8% | 13,931 | +0.8% | 0.00% | – |
Q3 2019 | $652,000 | +13.4% | 13,824 | +6.8% | 0.00% | – |
Q2 2019 | $575,000 | -2.4% | 12,946 | -2.4% | 0.00% | – |
Q1 2019 | $589,000 | +24.0% | 13,268 | +7.6% | 0.00% | – |
Q4 2018 | $475,000 | -7.6% | 12,327 | 0.0% | 0.00% | – |
Q3 2018 | $514,000 | -0.2% | 12,327 | 0.0% | 0.00% | – |
Q2 2018 | $515,000 | -1.3% | 12,327 | -9.6% | 0.00% | – |
Q1 2018 | $522,000 | -1.9% | 13,631 | +6.5% | 0.00% | – |
Q4 2017 | $532,000 | +3.9% | 12,794 | +2.6% | 0.00% | – |
Q3 2017 | $512,000 | -0.4% | 12,465 | 0.0% | 0.00% | – |
Q2 2017 | $514,000 | +11.7% | 12,465 | +10.6% | 0.00% | – |
Q1 2017 | $460,000 | +73.6% | 11,272 | +74.8% | 0.00% | – |
Q4 2016 | $265,000 | – | 6,450 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |