SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,933 | -8.5% | 15,771 | +0.7% | 0.02% | 0.0% |
| Q2 2023 | $305,798 | +0.9% | 15,658 | +0.8% | 0.02% | -8.7% |
| Q1 2023 | $303,038 | -6.4% | 15,540 | -7.4% | 0.02% | -11.5% |
| Q4 2022 | $323,811 | +4.5% | 16,786 | +1.1% | 0.03% | -13.3% |
| Q3 2022 | $310,000 | -10.9% | 16,608 | +0.7% | 0.03% | -9.1% |
| Q2 2022 | $348,000 | -7.0% | 16,490 | +9.6% | 0.03% | +13.8% |
| Q1 2022 | $374,000 | -5.6% | 15,046 | +100.3% | 0.03% | 0.0% |
| Q4 2021 | $396,000 | +16.1% | 7,513 | +0.7% | 0.03% | +7.4% |
| Q3 2021 | $341,000 | 0.0% | 7,463 | +0.5% | 0.03% | -3.6% |
| Q2 2021 | $341,000 | +12.2% | 7,426 | +0.4% | 0.03% | 0.0% |
| Q1 2021 | $304,000 | +8.6% | 7,394 | +0.4% | 0.03% | -3.4% |
| Q4 2020 | $280,000 | +8.5% | 7,365 | +1.0% | 0.03% | -14.7% |
| Q3 2020 | $258,000 | +1.2% | 7,293 | +0.7% | 0.03% | -24.4% |
| Q2 2020 | $255,000 | +8.1% | 7,243 | +0.7% | 0.04% | 0.0% |
| Q1 2020 | $236,000 | -32.2% | 7,196 | -4.9% | 0.04% | -19.6% |
| Q4 2019 | $348,000 | -0.9% | 7,570 | +1.8% | 0.06% | 0.0% |
| Q3 2019 | $351,000 | +8.3% | 7,435 | +2.1% | 0.06% | 0.0% |
| Q2 2019 | $324,000 | 0.0% | 7,284 | 0.0% | 0.06% | -11.1% |
| Q1 2019 | $324,000 | +20.9% | 7,284 | +4.6% | 0.06% | +1.6% |
| Q4 2018 | $268,000 | -7.3% | 6,963 | +0.6% | 0.06% | -3.1% |
| Q3 2018 | $289,000 | +0.7% | 6,919 | +0.7% | 0.06% | -4.5% |
| Q2 2018 | $287,000 | +9.1% | 6,869 | 0.0% | 0.07% | +3.1% |
| Q1 2018 | $263,000 | -7.4% | 6,869 | +0.7% | 0.06% | -13.3% |
| Q4 2017 | $284,000 | +2.2% | 6,820 | +0.8% | 0.08% | -7.4% |
| Q3 2017 | $278,000 | +0.4% | 6,767 | +0.6% | 0.08% | -8.0% |
| Q2 2017 | $277,000 | +18.9% | 6,729 | +17.9% | 0.09% | +10.0% |
| Q1 2017 | $233,000 | -0.4% | 5,705 | +0.3% | 0.08% | -20.0% |
| Q4 2016 | $234,000 | -99.9% | 5,690 | +1.2% | 0.10% | -24.8% |
| Q3 2016 | $239,767,000 | +98569.5% | 5,622 | +0.5% | 0.13% | -10.1% |
| Q2 2016 | $243,000 | +5.2% | 5,592 | -3.9% | 0.15% | -43.1% |
| Q4 2015 | $231,000 | – | 5,819 | – | 0.26% | – |
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% |