SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,090,842 | +706.3% | 286,808 | +787.2% | 0.01% | +600.0% |
| Q2 2023 | $631,346 | -67.5% | 32,327 | -67.6% | 0.00% | -66.7% |
| Q1 2023 | $1,944,404 | +10233605.3% | 99,713 | +9971200.0% | 0.00% | – |
| Q4 2022 | $19 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $831,555,000 | -75.7% | 44,492 | -72.5% | 0.00% | -80.0% |
| Q2 2022 | $3,417,677,000 | -44.1% | 162,052 | -34.1% | 0.01% | -37.5% |
| Q1 2022 | $6,116,842,000 | +28.8% | 245,755 | +172.6% | 0.01% | +14.3% |
| Q4 2021 | $4,749,635,000 | -82.7% | 90,143 | -85.0% | 0.01% | -82.1% |
| Q3 2021 | $27,439,976,000 | +526.6% | 600,700 | +528.1% | 0.04% | +550.0% |
| Q2 2021 | $4,379,356,000 | +108.0% | 95,640 | +86.7% | 0.01% | +100.0% |
| Q1 2021 | $2,105,246,000 | +1074.4% | 51,235 | +985.3% | 0.00% | – |
| Q4 2020 | $179,256,000 | +212.8% | 4,721 | +191.4% | 0.00% | – |
| Q3 2020 | $57,299,000 | +133.4% | 1,620 | +132.4% | 0.00% | – |
| Q2 2020 | $24,548,000 | +63.7% | 697 | +52.2% | 0.00% | – |
| Q1 2020 | $14,995,000 | -87.6% | 458 | -82.6% | 0.00% | – |
| Q4 2019 | $121,288,000 | +20.5% | 2,639 | +23.7% | 0.00% | – |
| Q3 2019 | $100,661,000 | +77.5% | 2,134 | +67.2% | 0.00% | – |
| Q2 2019 | $56,705,000 | -15.4% | 1,276 | -15.4% | 0.00% | – |
| Q1 2019 | $67,000,000 | -10.1% | 1,508 | -22.1% | 0.00% | – |
| Q4 2018 | $74,517,000 | +11.5% | 1,935 | +20.9% | 0.00% | – |
| Q3 2018 | $66,810,000 | -8.7% | 1,601 | -8.6% | 0.00% | – |
| Q2 2018 | $73,157,000 | +120.1% | 1,751 | +101.5% | 0.00% | – |
| Q1 2018 | $33,239,000 | – | 869 | – | 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% |