SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $33,000 | -63.3% | 805 | -70.6% | 0.00% | -75.0% |
| Q1 2020 | $90,000 | -34.8% | 2,742 | -8.8% | 0.01% | -25.0% |
| Q4 2019 | $138,000 | -2.8% | 3,007 | +0.1% | 0.02% | -5.9% |
| Q3 2019 | $142,000 | +6.8% | 3,004 | +0.0% | 0.02% | -5.6% |
| Q2 2019 | $133,000 | 0.0% | 3,003 | 0.0% | 0.02% | -5.3% |
| Q1 2019 | $133,000 | -18.9% | 3,003 | -29.6% | 0.02% | -24.0% |
| Q4 2018 | $164,000 | -7.9% | 4,268 | +0.1% | 0.02% | +19.0% |
| Q3 2018 | $178,000 | 0.0% | 4,262 | +0.0% | 0.02% | +5.0% |
| Q2 2018 | $178,000 | +9.2% | 4,260 | 0.0% | 0.02% | +5.3% |
| Q1 2018 | $163,000 | -7.9% | 4,260 | +0.2% | 0.02% | -5.0% |
| Q4 2017 | $177,000 | +1.1% | 4,253 | +0.1% | 0.02% | +5.3% |
| Q3 2017 | $175,000 | 0.0% | 4,249 | +0.1% | 0.02% | -5.0% |
| Q2 2017 | $175,000 | +1.2% | 4,246 | +0.0% | 0.02% | +5.3% |
| Q1 2017 | $173,000 | -34.5% | 4,244 | -34.0% | 0.02% | -38.7% |
| Q4 2016 | $264,000 | -3.6% | 6,430 | +0.1% | 0.03% | 0.0% |
| Q3 2016 | $274,000 | -1.8% | 6,424 | +0.0% | 0.03% | -3.1% |
| Q2 2016 | $279,000 | +4.9% | 6,422 | +0.0% | 0.03% | +3.2% |
| Q1 2016 | $266,000 | +8.1% | 6,419 | +3.3% | 0.03% | +3.3% |
| Q4 2015 | $246,000 | +459.1% | 6,212 | +423.8% | 0.03% | +500.0% |
| Q3 2015 | $44,000 | +2.3% | 1,186 | +0.3% | 0.01% | 0.0% |
| Q2 2015 | $43,000 | -10.4% | 1,183 | +0.2% | 0.01% | -16.7% |
| Q1 2015 | $48,000 | +4.3% | 1,181 | +0.3% | 0.01% | 0.0% |
| Q4 2014 | $46,000 | -8.0% | 1,178 | -19.5% | 0.01% | -14.3% |
| Q3 2014 | $50,000 | -3.8% | 1,464 | +0.2% | 0.01% | -12.5% |
| Q2 2014 | $52,000 | +8.3% | 1,461 | +0.1% | 0.01% | 0.0% |
| Q1 2014 | $48,000 | – | 1,459 | – | 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% |