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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,406,000 | -5.5% | 177,000 | +100.0% | 0.10% | -11.2% |
| Q4 2021 | $4,663,000 | +15.3% | 88,500 | 0.0% | 0.12% | -1.7% |
| Q3 2021 | $4,043,000 | -2.4% | 88,500 | -2.2% | 0.12% | -4.8% |
| Q2 2021 | $4,144,000 | +11.4% | 90,500 | 0.0% | 0.12% | -1.6% |
| Q1 2021 | $3,719,000 | +8.2% | 90,500 | 0.0% | 0.13% | -10.6% |
| Q4 2020 | $3,436,000 | +7.3% | 90,500 | 0.0% | 0.14% | -59.5% |
| Q3 2020 | $3,201,000 | +0.4% | 90,500 | 0.0% | 0.35% | -7.9% |
| Q2 2020 | $3,187,000 | +7.6% | 90,500 | 0.0% | 0.38% | -10.2% |
| Q1 2020 | $2,963,000 | – | 90,500 | – | 0.42% | – |
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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% |