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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $252,000 | -34.9% | 11,957 | -23.1% | 0.01% | -16.7% |
| Q1 2022 | $387,000 | -5.4% | 15,548 | +100.2% | 0.01% | 0.0% |
| Q4 2021 | $409,000 | +15.9% | 7,766 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $353,000 | 0.0% | 7,731 | +0.3% | 0.01% | +20.0% |
| Q2 2021 | $353,000 | -6.6% | 7,706 | -16.2% | 0.01% | -16.7% |
| Q1 2021 | $378,000 | +20.8% | 9,192 | +11.4% | 0.01% | 0.0% |
| Q4 2020 | $313,000 | -21.4% | 8,250 | -26.7% | 0.01% | -25.0% |
| Q3 2020 | $398,000 | -6.8% | 11,252 | -7.2% | 0.01% | -20.0% |
| Q2 2020 | $427,000 | +11.5% | 12,120 | +3.6% | 0.01% | -9.1% |
| Q1 2020 | $383,000 | +15.4% | 11,696 | +61.9% | 0.01% | +57.1% |
| Q4 2019 | $332,000 | +9.9% | 7,222 | +12.8% | 0.01% | 0.0% |
| Q3 2019 | $302,000 | – | 6,400 | – | 0.01% | – |
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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% |