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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,101 | -23.8% | 21,132 | -16.1% | 0.01% | -25.0% |
| Q2 2023 | $492,204 | -52.4% | 25,202 | -52.5% | 0.02% | -55.6% |
| Q1 2023 | $1,033,779 | -62.3% | 53,014 | -62.7% | 0.04% | -63.6% |
| Q4 2022 | $2,743,752 | +160.8% | 142,237 | +152.7% | 0.10% | +83.3% |
| Q3 2022 | $1,052,000 | -7.6% | 56,288 | +4.3% | 0.05% | -8.5% |
| Q2 2022 | $1,138,000 | -13.1% | 53,972 | +2.6% | 0.06% | -4.8% |
| Q1 2022 | $1,309,000 | -10.0% | 52,602 | +90.7% | 0.06% | -8.8% |
| Q4 2021 | $1,454,000 | -14.3% | 27,590 | -25.7% | 0.07% | -20.0% |
| Q3 2021 | $1,697,000 | -84.3% | 37,152 | -84.3% | 0.08% | -85.8% |
| Q2 2021 | $10,838,000 | +5.7% | 236,680 | -5.2% | 0.60% | -6.0% |
| Q1 2021 | $10,253,000 | +8.2% | 249,532 | -0.0% | 0.64% | +1.4% |
| Q4 2020 | $9,477,000 | +7.5% | 249,581 | +0.2% | 0.63% | -6.7% |
| Q3 2020 | $8,813,000 | -3.9% | 249,153 | -4.3% | 0.67% | -8.7% |
| Q2 2020 | $9,166,000 | -99.9% | 260,237 | -38.6% | 0.74% | -41.8% |
| Q1 2020 | $13,871,087,000 | +177962.7% | 423,674 | +150.0% | 1.27% | +114.7% |
| Q4 2019 | $7,790,000 | -3.6% | 169,497 | -1.0% | 0.59% | -16.5% |
| Q3 2019 | $8,078,000 | +2.9% | 171,255 | -3.0% | 0.71% | +11.7% |
| Q2 2019 | $7,848,000 | -2.7% | 176,598 | -2.7% | 0.63% | -8.1% |
| Q1 2019 | $8,064,000 | +10.1% | 181,491 | -4.6% | 0.69% | -1.4% |
| Q4 2018 | $7,323,000 | +10.9% | 190,149 | +20.2% | 0.70% | +22.6% |
| Q3 2018 | $6,602,000 | -1.8% | 158,210 | -1.7% | 0.57% | -5.8% |
| Q2 2018 | $6,726,000 | -95.9% | 160,991 | +2453.8% | 0.60% | -52.8% |
| Q1 2018 | $164,797,000 | +64780.7% | 6,304 | +2.3% | 1.28% | +5028.0% |
| Q3 2017 | $254,000 | – | 6,165 | – | 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% |