SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,887 | +1.1% | 866 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $16,705 | -62.9% | 866 | -63.9% | 0.00% | -71.4% |
| Q3 2022 | $45,000 | +95.7% | 2,402 | +118.0% | 0.01% | +75.0% |
| Q2 2022 | $23,000 | -17.9% | 1,102 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -3.4% | 1,102 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $29,000 | +16.0% | 551 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | -26.5% | 551 | -26.6% | 0.00% | -33.3% |
| Q2 2021 | $34,000 | +9.7% | 751 | 0.0% | 0.01% | -53.8% |
| Q1 2021 | $31,000 | +29.2% | 751 | +18.6% | 0.01% | +18.2% |
| Q4 2020 | $24,000 | +9.1% | 633 | 0.0% | 0.01% | +22.2% |
| Q3 2020 | $22,000 | 0.0% | 633 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $22,000 | -18.5% | 633 | -24.6% | 0.01% | -30.8% |
| Q1 2020 | $27,000 | -30.8% | 839 | 0.0% | 0.01% | -13.3% |
| Q4 2019 | $39,000 | -35.0% | 839 | -34.5% | 0.02% | -44.4% |
| Q3 2019 | $60,000 | 0.0% | 1,280 | -4.9% | 0.03% | 0.0% |
| Q2 2019 | $60,000 | -45.0% | 1,346 | -44.9% | 0.03% | -43.8% |
| Q1 2019 | $109,000 | +81.7% | 2,445 | +56.1% | 0.05% | +65.5% |
| Q4 2018 | $60,000 | -15.5% | 1,566 | -8.2% | 0.03% | -3.3% |
| Q3 2018 | $71,000 | 0.0% | 1,705 | 0.0% | 0.03% | -6.2% |
| Q2 2018 | $71,000 | +6.0% | 1,705 | -2.4% | 0.03% | +3.2% |
| Q1 2018 | $67,000 | -56.8% | 1,747 | -53.1% | 0.03% | -54.4% |
| Q4 2017 | $155,000 | +1450.0% | 3,725 | +1321.8% | 0.07% | +1033.3% |
| Q4 2015 | $10,000 | – | 262 | – | 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% |