SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,923 | -9.1% | 221,000 | 0.0% | 2.86% | -2.2% |
| Q2 2023 | $4,316 | +0.1% | 221,000 | 0.0% | 2.92% | +54.2% |
| Q1 2023 | $4,310 | +1.1% | 221,000 | 0.0% | 1.90% | -10.4% |
| Q4 2022 | $4,263 | -99.9% | 221,000 | 0.0% | 2.12% | -16.1% |
| Q3 2022 | $4,130,000 | -11.4% | 221,000 | 0.0% | 2.52% | +27.7% |
| Q2 2022 | $4,661,000 | +48.6% | 221,000 | +75.4% | 1.97% | -73.4% |
| Q1 2022 | $3,136,000 | +41.7% | 126,000 | +200.0% | 7.42% | +283.5% |
| Q4 2021 | $2,213,000 | -30.8% | 42,000 | -40.0% | 1.94% | +9.3% |
| Q3 2021 | $3,198,000 | – | 70,000 | – | 1.77% | – |
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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% |