SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,056,955 | -7.2% | 59,547 | +2.1% | 0.01% | -7.7% |
| Q2 2023 | $1,138,821 | +1.5% | 58,311 | +1.3% | 0.01% | -7.1% |
| Q1 2023 | $1,121,969 | -40.4% | 57,537 | -41.0% | 0.01% | -44.0% |
| Q4 2022 | $1,881,127 | +72.4% | 97,518 | +67.0% | 0.02% | +47.1% |
| Q3 2022 | $1,091,000 | +2.7% | 58,382 | +15.9% | 0.02% | +6.2% |
| Q2 2022 | $1,062,000 | +1.7% | 50,379 | +20.2% | 0.02% | +14.3% |
| Q1 2022 | $1,044,000 | +0.4% | 41,924 | +112.4% | 0.01% | -12.5% |
| Q4 2021 | $1,040,000 | +32.1% | 19,738 | +14.3% | 0.02% | +23.1% |
| Q3 2021 | $787,000 | +80.1% | 17,263 | +81.1% | 0.01% | +62.5% |
| Q2 2021 | $437,000 | +24.9% | 9,534 | +12.0% | 0.01% | 0.0% |
| Q1 2021 | $350,000 | -40.4% | 8,513 | -44.9% | 0.01% | -42.9% |
| Q4 2020 | $587,000 | +26.5% | 15,444 | +17.9% | 0.01% | +100.0% |
| Q3 2020 | $464,000 | -8.5% | 13,099 | -8.8% | 0.01% | -53.3% |
| Q2 2020 | $507,000 | -65.0% | 14,366 | -67.4% | 0.02% | -65.1% |
| Q1 2020 | $1,448,000 | +100.3% | 44,081 | +179.4% | 0.04% | +152.9% |
| Q4 2019 | $723,000 | – | 15,775 | – | 0.02% | – |
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% |