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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,000 | -98.0% | 11 | -99.0% | 0.00% | -95.7% |
Q3 2021 | $51,000 | -5.6% | 1,117 | -5.0% | 0.02% | -4.2% |
Q2 2021 | $54,000 | -5.3% | 1,176 | -14.5% | 0.02% | 0.0% |
Q1 2021 | $57,000 | +18.8% | 1,376 | +8.0% | 0.02% | +9.1% |
Q4 2020 | $48,000 | +6.7% | 1,274 | +1.0% | 0.02% | -15.4% |
Q3 2020 | $45,000 | +2.3% | 1,262 | +1.9% | 0.03% | -7.1% |
Q2 2020 | $44,000 | +7.3% | 1,239 | 0.0% | 0.03% | -6.7% |
Q1 2020 | $41,000 | -57.3% | 1,239 | -40.8% | 0.03% | -34.8% |
Q4 2019 | $96,000 | -52.7% | 2,092 | -57.6% | 0.05% | -73.4% |
Q4 2016 | $203,000 | -13.6% | 4,939 | -10.3% | 0.17% | -13.1% |
Q3 2016 | $235,000 | -82.6% | 5,505 | -82.3% | 0.20% | -75.5% |
Q2 2016 | $1,348,000 | -3.1% | 31,022 | -7.7% | 0.81% | -9.4% |
Q1 2016 | $1,391,000 | +34.7% | 33,611 | +32.0% | 0.90% | +42.7% |
Q1 2015 | $1,033,000 | +44.7% | 25,472 | +38.9% | 0.63% | +15.9% |
Q4 2014 | $714,000 | – | 18,336 | – | 0.54% | – |
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% |