SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,834 | +2.1% | 1,061 | +12.3% | 0.00% | 0.0% |
| Q2 2023 | $18,454 | +36.4% | 945 | +36.2% | 0.00% | +100.0% |
| Q1 2023 | $13,533 | +1.8% | 694 | +0.7% | 0.00% | -50.0% |
| Q4 2022 | $13,299 | +2.3% | 689 | +0.7% | 0.00% | +100.0% |
| Q3 2022 | $13,000 | -7.1% | 684 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -17.6% | 679 | +0.7% | 0.00% | -50.0% |
| Q1 2022 | $17,000 | -5.6% | 674 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | +12.5% | 337 | -4.0% | 0.00% | +100.0% |
| Q3 2021 | $16,000 | 0.0% | 351 | +0.3% | 0.00% | -50.0% |
| Q2 2021 | $16,000 | -20.0% | 350 | -27.8% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | +566.7% | 485 | +470.6% | 0.00% | – |
| Q4 2020 | $3,000 | -50.0% | 85 | -53.8% | 0.00% | -100.0% |
| Q3 2020 | $6,000 | 0.0% | 184 | +1.1% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | 0.0% | 182 | +0.6% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -83.3% | 181 | -76.6% | 0.00% | -83.3% |
| Q4 2019 | $36,000 | – | 775 | – | 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% |