SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $586 | +0.2% | 30 | 0.0% | 0.00% | – |
| Q1 2023 | $585 | +1.0% | 30 | 0.0% | 0.00% | – |
| Q4 2022 | $579 | -42.1% | 30 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,000 | 0.0% | 30 | +100.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | – | 15 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 15 | -94.5% | 0.00% | -100.0% |
| Q3 2019 | $13,000 | +8.3% | 274 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $12,000 | 0.0% | 274 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $12,000 | +9.1% | 274 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | 0.0% | 274 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $11,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $11,000 | +10.0% | 274 | 0.0% | 0.01% | +14.3% |
| Q1 2018 | $10,000 | -89.1% | 274 | -87.5% | 0.01% | -88.3% |
| Q4 2017 | $92,000 | +2.2% | 2,200 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $90,000 | +13.9% | 2,200 | +14.2% | 0.06% | +11.1% |
| Q2 2017 | $79,000 | 0.0% | 1,926 | -0.1% | 0.05% | -3.6% |
| Q1 2017 | $79,000 | 0.0% | 1,927 | +0.1% | 0.06% | -5.1% |
| Q4 2016 | $79,000 | -3.7% | 1,926 | 0.0% | 0.06% | -3.3% |
| Q3 2016 | $82,000 | -2.4% | 1,926 | 0.0% | 0.06% | -3.2% |
| Q2 2016 | $84,000 | – | 1,926 | – | 0.06% | – |
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% |