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 | $146 | +87.2% | 8,235 | +105.5% | 0.04% | +94.4% |
| Q2 2023 | $78 | -1.3% | 4,008 | -1.5% | 0.02% | -5.3% |
| Q1 2023 | $79 | -99.9% | 4,068 | +43.5% | 0.02% | +18.8% |
| Q3 2022 | $53,000 | -13.1% | 2,835 | -2.0% | 0.02% | -11.1% |
| Q2 2022 | $61,000 | -21.8% | 2,892 | -7.5% | 0.02% | -21.7% |
| Q1 2022 | $78,000 | +1.3% | 3,125 | +113.3% | 0.02% | -8.0% |
| Q4 2021 | $77,000 | +18.5% | 1,465 | +3.5% | 0.02% | -37.5% |
| Q3 2021 | $65,000 | -1.5% | 1,415 | -2.5% | 0.04% | -11.1% |
| Q2 2021 | $66,000 | +65.0% | 1,452 | +49.7% | 0.04% | +50.0% |
| Q1 2021 | $40,000 | +8.1% | 970 | +0.6% | 0.03% | +3.4% |
| Q4 2020 | $37,000 | +15.6% | 964 | +7.6% | 0.03% | +11.5% |
| Q3 2020 | $32,000 | +33.3% | 896 | +29.1% | 0.03% | +30.0% |
| Q2 2020 | $24,000 | +60.0% | 694 | +50.2% | 0.02% | +25.0% |
| Q1 2020 | $15,000 | +114.3% | 462 | +194.3% | 0.02% | +14.3% |
| Q4 2019 | $7,000 | 0.0% | 157 | +4.0% | 0.01% | -6.7% |
| Q3 2019 | $7,000 | 0.0% | 151 | -4.4% | 0.02% | -11.8% |
| Q2 2019 | $7,000 | – | 158 | – | 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% |