SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $19,000 | -42.4% | 1,018 | -35.8% | 0.00% | -100.0% |
| Q2 2022 | $33,000 | -15.4% | 1,586 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $39,000 | -18.8% | 1,586 | +72.8% | 0.00% | 0.0% |
| Q4 2021 | $48,000 | +23.1% | 918 | +8.9% | 0.00% | 0.0% |
| Q3 2021 | $39,000 | +5.4% | 843 | +4.5% | 0.00% | 0.0% |
| Q2 2021 | $37,000 | +12.1% | 807 | +0.9% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | +10.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $30,000 | -23.1% | 800 | -27.3% | 0.00% | 0.0% |
| Q3 2020 | $39,000 | 0.0% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $39,000 | -30.4% | 1,100 | -35.3% | 0.00% | -50.0% |
| Q1 2020 | $56,000 | +1020.0% | 1,700 | +1340.7% | 0.00% | – |
| Q4 2018 | $5,000 | -82.1% | 118 | -81.5% | 0.00% | -100.0% |
| Q2 2016 | $28,000 | +7.7% | 638 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $26,000 | +4.0% | 638 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $25,000 | +38.9% | 638 | +37.5% | 0.00% | 0.0% |
| Q4 2014 | $18,000 | +12.5% | 464 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $16,000 | 0.0% | 464 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $16,000 | – | 464 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,011,870 | $50,075,000 | 12.38% |
| Gunma Bank,Ltd. | 126,000 | $3,136,000 | 7.42% |
| Strategic Financial Planning, Inc. | 314,632 | $7,831,000 | 6.51% |
| Tradewinds Capital Management, LLC | 1,557,898 | $38,776,000 | 6.29% |
| RATIONAL ADVISORS LLC | 3,556,777 | $88,528,000 | 5.24% |
| Moisand Fitzgerald Tamayo, LLC | 441,129 | $10,980,000 | 5.00% |
| WEALTH MANAGEMENT RESOURCES, INC. | 261,709 | $6,514,000 | 4.50% |
| Cypress Point Wealth Management, LLC | 168,758 | $4,200,000 | 4.27% |
| Upper Left Wealth Management, LLC | 154,040 | $3,914,000 | 4.06% |
| Northwest Quadrant Wealth Management, LLC | 576,045 | $14,551,000 | 3.99% |