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 2023 | $20,277 | -17.4% | 1,040 | -18.3% | 0.00% | 0.0% |
| Q4 2022 | $24,563 | -97.6% | 1,273 | -94.2% | 0.00% | -96.9% |
| Q2 2021 | $1,004,000 | +12.1% | 21,917 | +0.5% | 0.03% | -3.0% |
| Q1 2021 | $896,000 | +7.6% | 21,804 | -0.6% | 0.03% | 0.0% |
| Q4 2020 | $833,000 | -23.9% | 21,940 | -29.1% | 0.03% | -35.3% |
| Q3 2020 | $1,094,000 | +2.3% | 30,926 | +1.9% | 0.05% | -13.6% |
| Q2 2020 | $1,069,000 | -42.4% | 30,360 | -46.5% | 0.06% | -51.2% |
| Q1 2020 | $1,857,000 | -28.1% | 56,709 | +1.0% | 0.12% | -11.0% |
| Q4 2019 | $2,581,000 | +34.1% | 56,167 | +29.7% | 0.14% | +15.3% |
| Q3 2019 | $1,925,000 | 0.0% | 43,313 | 0.0% | 0.12% | 0.0% |
| Q2 2019 | $1,925,000 | +79.4% | 43,313 | +79.3% | 0.12% | +57.3% |
| Q1 2019 | $1,073,000 | +14.1% | 24,156 | -1.0% | 0.08% | -8.5% |
| Q4 2018 | $940,000 | -6.0% | 24,411 | +1.8% | 0.08% | +12.3% |
| Q3 2018 | $1,000,000 | -0.9% | 23,971 | -1.2% | 0.07% | -5.2% |
| Q2 2018 | $1,009,000 | +22.6% | 24,257 | +12.8% | 0.08% | +16.7% |
| Q1 2018 | $823,000 | +2.6% | 21,512 | +11.6% | 0.07% | -5.7% |
| Q4 2017 | $802,000 | +17.6% | 19,278 | +16.2% | 0.07% | -10.3% |
| Q3 2017 | $682,000 | +64.3% | 16,586 | +64.7% | 0.08% | +44.4% |
| Q2 2017 | $415,000 | +72.9% | 10,068 | +71.3% | 0.05% | +54.3% |
| Q1 2017 | $240,000 | +485.4% | 5,879 | +510.5% | 0.04% | +337.5% |
| Q3 2016 | $41,000 | -2.4% | 963 | +0.5% | 0.01% | -20.0% |
| Q2 2016 | $42,000 | +7.7% | 958 | +0.5% | 0.01% | -9.1% |
| Q1 2016 | $39,000 | +5.4% | 953 | +1.0% | 0.01% | -8.3% |
| Q4 2015 | $37,000 | -28.8% | 944 | -32.5% | 0.01% | -25.0% |
| Q3 2015 | $52,000 | – | 1,398 | – | 0.02% | – |
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% |