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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $204,000 | -47.4% | 3,875 | -54.1% | 0.01% | -64.3% |
| Q4 2019 | $388,000 | -4.9% | 8,449 | -2.3% | 0.03% | -12.5% |
| Q3 2019 | $408,000 | -1.2% | 8,649 | -7.0% | 0.03% | 0.0% |
| Q2 2019 | $413,000 | 0.0% | 9,299 | 0.0% | 0.03% | -3.0% |
| Q1 2019 | $413,000 | +13.5% | 9,299 | -1.6% | 0.03% | -2.9% |
| Q4 2018 | $364,000 | -17.3% | 9,449 | -10.4% | 0.03% | -2.9% |
| Q3 2018 | $440,000 | -2.7% | 10,540 | -2.5% | 0.04% | -10.3% |
| Q2 2018 | $452,000 | +11.1% | 10,815 | +1.6% | 0.04% | +5.4% |
| Q1 2018 | $407,000 | -24.6% | 10,640 | -18.1% | 0.04% | -22.9% |
| Q4 2017 | $540,000 | -7.5% | 12,985 | -8.6% | 0.05% | -17.2% |
| Q3 2017 | $584,000 | -0.5% | 14,200 | -0.4% | 0.06% | -3.3% |
| Q2 2017 | $587,000 | -0.7% | 14,250 | -1.7% | 0.06% | -3.2% |
| Q1 2017 | $591,000 | -7.2% | 14,500 | -6.6% | 0.06% | -11.4% |
| Q4 2016 | $637,000 | -6.3% | 15,525 | -2.7% | 0.07% | -9.1% |
| Q3 2016 | $680,000 | -10.2% | 15,950 | -8.5% | 0.08% | -12.5% |
| Q2 2016 | $757,000 | +2.6% | 17,425 | -2.2% | 0.09% | +2.3% |
| Q1 2016 | $738,000 | -5.4% | 17,825 | -9.4% | 0.09% | -8.5% |
| Q4 2015 | $780,000 | +2.8% | 19,675 | -3.6% | 0.09% | -1.1% |
| Q3 2015 | $759,000 | +1.1% | 20,400 | -1.3% | 0.10% | +11.8% |
| Q2 2015 | $751,000 | -28.5% | 20,675 | -20.2% | 0.08% | -28.6% |
| Q1 2015 | $1,051,000 | -39.0% | 25,920 | -41.4% | 0.12% | -39.6% |
| Q4 2014 | $1,722,000 | -2.4% | 44,215 | -14.6% | 0.20% | -6.2% |
| Q3 2014 | $1,764,000 | -42.4% | 51,788 | -40.2% | 0.21% | -41.2% |
| Q2 2014 | $3,065,000 | +0.8% | 86,669 | -5.6% | 0.36% | -1.9% |
| Q1 2014 | $3,040,000 | +5.4% | 91,823 | -3.7% | 0.36% | +4.3% |
| Q4 2013 | $2,885,000 | -0.2% | 95,371 | +1.9% | 0.35% | -7.7% |
| Q3 2013 | $2,892,000 | +4.8% | 93,596 | +8.8% | 0.38% | -1.8% |
| Q2 2013 | $2,760,000 | – | 86,026 | – | 0.38% | – |
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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% |