SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,450,292 | -11.4% | 194,383 | -2.5% | 0.14% | -14.0% |
| Q2 2023 | $3,893,869 | +5.7% | 199,379 | +5.5% | 0.16% | -1.9% |
| Q1 2023 | $3,685,338 | +11.3% | 188,992 | +10.1% | 0.16% | +2.6% |
| Q4 2022 | $3,309,880 | +21.2% | 171,585 | +17.4% | 0.16% | +9.1% |
| Q3 2022 | $2,731,000 | +3.3% | 146,096 | +16.5% | 0.14% | +2.9% |
| Q2 2022 | $2,645,000 | +30.0% | 125,406 | +53.4% | 0.14% | +37.6% |
| Q1 2022 | $2,035,000 | -1.3% | 81,769 | +109.1% | 0.10% | -1.9% |
| Q4 2021 | $2,061,000 | +14.7% | 39,113 | -0.6% | 0.10% | +1.0% |
| Q3 2021 | $1,797,000 | -0.6% | 39,341 | -0.3% | 0.10% | -6.4% |
| Q2 2021 | $1,807,000 | +18.0% | 39,468 | +5.9% | 0.11% | -11.4% |
| Q1 2021 | $1,531,000 | +7.7% | 37,267 | -0.5% | 0.12% | +13.9% |
| Q4 2020 | $1,422,000 | -1.0% | 37,450 | -7.8% | 0.11% | -12.2% |
| Q3 2020 | $1,436,000 | +1.4% | 40,597 | +1.0% | 0.12% | -6.8% |
| Q2 2020 | $1,416,000 | +64.8% | 40,201 | +53.2% | 0.13% | +40.4% |
| Q1 2020 | $859,000 | +70.8% | 26,247 | +139.6% | 0.09% | +70.9% |
| Q4 2019 | $503,000 | -14.9% | 10,953 | -12.6% | 0.06% | -23.6% |
| Q3 2019 | $591,000 | – | 12,525 | – | 0.07% | – |
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% |