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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,176,718 | -4.5% | 122,632 | +5.1% | 0.27% | -0.4% |
| Q2 2023 | $2,278,429 | -6.5% | 116,663 | -6.7% | 0.27% | -13.9% |
| Q1 2023 | $2,438,085 | +7.4% | 125,030 | +6.2% | 0.32% | +0.3% |
| Q4 2022 | $2,270,742 | +201.6% | 117,716 | +192.3% | 0.32% | +172.4% |
| Q3 2022 | $753,000 | +175.8% | 40,271 | +211.6% | 0.12% | +182.9% |
| Q2 2022 | $273,000 | +1850.0% | 12,924 | +2249.8% | 0.04% | +1950.0% |
| Q1 2022 | $14,000 | 0.0% | 550 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +1200.0% | 275 | +1427.8% | 0.00% | – |
| Q3 2019 | $1,000 | -99.8% | 18 | -99.9% | 0.00% | -100.0% |
| Q3 2018 | $537,000 | +53600.0% | 12,879 | +37779.4% | 0.24% | – |
| Q2 2018 | $1,000 | -97.2% | 34 | -96.0% | 0.00% | -100.0% |
| Q3 2016 | $36,000 | – | 845 | – | 0.01% | – |
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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% |