SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $11,000 | -8.3% | 440 | +100.0% | 0.00% | -20.0% |
Q4 2021 | $12,000 | +20.0% | 220 | 0.0% | 0.01% | +25.0% |
Q3 2021 | $10,000 | 0.0% | 220 | 0.0% | 0.00% | -20.0% |
Q2 2021 | $10,000 | +11.1% | 220 | 0.0% | 0.01% | +25.0% |
Q1 2021 | $9,000 | +12.5% | 220 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $8,000 | +33.3% | 220 | +29.4% | 0.00% | 0.0% |
Q3 2020 | $6,000 | 0.0% | 170 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $6,000 | -33.3% | 170 | -35.8% | 0.00% | -33.3% |
Q1 2020 | $9,000 | – | 265 | – | 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% |