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 | $52,782 | -9.0% | 2,974 | +0.2% | 0.01% | -16.7% |
| Q2 2023 | $57,987 | -0.7% | 2,969 | -0.9% | 0.01% | -14.3% |
| Q1 2023 | $58,412 | -21.7% | 2,995 | -22.5% | 0.01% | -22.2% |
| Q4 2022 | $74,597 | +14.8% | 3,867 | +10.6% | 0.01% | +12.5% |
| Q3 2022 | $65,000 | -12.2% | 3,497 | +0.1% | 0.01% | -11.1% |
| Q2 2022 | $74,000 | +2.8% | 3,493 | +20.7% | 0.01% | +12.5% |
| Q1 2022 | $72,000 | -5.3% | 2,895 | +100.9% | 0.01% | -11.1% |
| Q4 2021 | $76,000 | +31.0% | 1,441 | +14.1% | 0.01% | +28.6% |
| Q3 2021 | $58,000 | 0.0% | 1,263 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $58,000 | +11.5% | 1,262 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $52,000 | +52.9% | 1,262 | +41.2% | 0.01% | +40.0% |
| Q4 2020 | $34,000 | -24.4% | 894 | -30.3% | 0.01% | -37.5% |
| Q3 2020 | $45,000 | -47.7% | 1,283 | -47.7% | 0.01% | -52.9% |
| Q2 2020 | $86,000 | -37.2% | 2,452 | -41.4% | 0.02% | -48.5% |
| Q1 2020 | $137,000 | +661.1% | 4,186 | +976.1% | 0.03% | +560.0% |
| Q4 2019 | $18,000 | 0.0% | 389 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $18,000 | +5.9% | 389 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | -51.4% | 389 | -49.9% | 0.01% | -61.5% |
| Q1 2019 | $35,000 | +16.7% | 777 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $30,000 | – | 777 | – | 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% |