SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,908 | -6.0% | 839,893 | +3.5% | 0.57% | -5.1% |
| Q2 2023 | $15,855 | +3.4% | 811,834 | +3.3% | 0.60% | -6.1% |
| Q1 2023 | $15,330 | +359.4% | 786,172 | +354.4% | 0.64% | +328.0% |
| Q4 2022 | $3,337 | -100.0% | 173,001 | -74.1% | 0.15% | -76.1% |
| Q3 2022 | $12,498,000 | -9.3% | 668,707 | +2.4% | 0.63% | -5.9% |
| Q2 2022 | $13,776,000 | -12.0% | 653,221 | +3.9% | 0.67% | -4.7% |
| Q1 2022 | $15,646,000 | +2.3% | 628,608 | +116.6% | 0.70% | +2.6% |
| Q4 2021 | $15,292,000 | +22.0% | 290,234 | +5.8% | 0.68% | +8.1% |
| Q3 2021 | $12,531,000 | +6.1% | 274,313 | +6.4% | 0.63% | +4.7% |
| Q2 2021 | $11,808,000 | +100.3% | 257,871 | +79.8% | 0.60% | +89.9% |
| Q1 2021 | $5,894,000 | +27.1% | 143,438 | +17.4% | 0.32% | +15.3% |
| Q4 2020 | $4,638,000 | +14.8% | 122,144 | +6.9% | 0.28% | +1.5% |
| Q3 2020 | $4,040,000 | +26.2% | 114,234 | +25.7% | 0.27% | +16.8% |
| Q2 2020 | $3,200,000 | +23.1% | 90,862 | +14.5% | 0.23% | +4.5% |
| Q1 2020 | $2,599,000 | -11.1% | 79,389 | +24.8% | 0.22% | +7.8% |
| Q4 2019 | $2,924,000 | +18.0% | 63,626 | +21.2% | 0.21% | +6.2% |
| Q3 2019 | $2,477,000 | +31.1% | 52,503 | +23.5% | 0.19% | +22.8% |
| Q2 2019 | $1,889,000 | +27.1% | 42,508 | +27.1% | 0.16% | +17.0% |
| Q1 2019 | $1,486,000 | +36.6% | 33,449 | +18.4% | 0.14% | +19.5% |
| Q4 2018 | $1,088,000 | +9.7% | 28,248 | +18.9% | 0.11% | +21.5% |
| Q3 2018 | $992,000 | +16.6% | 23,761 | +16.6% | 0.09% | +10.7% |
| Q2 2018 | $851,000 | +30.9% | 20,374 | +19.9% | 0.08% | +27.3% |
| Q1 2018 | $650,000 | +70.2% | 16,997 | +85.2% | 0.07% | +65.0% |
| Q4 2017 | $382,000 | +223.7% | 9,177 | +220.3% | 0.04% | +185.7% |
| Q3 2017 | $118,000 | – | 2,865 | – | 0.01% | – |
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% |