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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $300,125 | -54.7% | 15,391 | -51.0% | 0.00% | -66.7% |
Q2 2022 | $662,000 | -13.9% | 31,398 | +1.5% | 0.00% | 0.0% |
Q1 2022 | $769,000 | -6.4% | 30,920 | +98.2% | 0.00% | 0.0% |
Q4 2021 | $822,000 | +20.5% | 15,602 | +4.5% | 0.00% | 0.0% |
Q3 2021 | $682,000 | -0.3% | 14,935 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $684,000 | -44.3% | 14,935 | -50.0% | 0.00% | 0.0% |
Q1 2021 | $1,228,000 | +116.6% | 29,870 | +100.0% | 0.00% | 0.0% |
Q4 2020 | $567,000 | +7.4% | 14,935 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $528,000 | -10.5% | 14,935 | -17.1% | 0.00% | -25.0% |
Q1 2020 | $590,000 | – | 18,010 | – | 0.00% | – |
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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% |