SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 400 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $250,297 | -1.4% | 12,534 | +0.2% | 0.02% | -10.5% |
| Q1 2024 | $253,824 | +13.1% | 12,504 | +15.4% | 0.02% | +5.6% |
| Q4 2023 | $224,351 | +14.4% | 10,833 | -2.0% | 0.02% | 0.0% |
| Q3 2023 | $196,138 | -22.7% | 11,050 | -14.9% | 0.02% | -5.3% |
| Q2 2023 | $253,597 | -17.1% | 12,985 | -17.2% | 0.02% | -26.9% |
| Q1 2023 | $305,760 | -5.4% | 15,680 | -6.4% | 0.03% | -18.8% |
| Q4 2022 | $323,243 | +0.1% | 16,757 | -2.9% | 0.03% | -13.5% |
| Q3 2022 | $323,000 | -12.0% | 17,256 | +147.9% | 0.04% | +2.8% |
| Q4 2021 | $367,000 | +11.6% | 6,960 | -3.4% | 0.04% | 0.0% |
| Q3 2021 | $329,000 | -12.5% | 7,204 | -12.2% | 0.04% | -16.3% |
| Q2 2021 | $376,000 | +5.6% | 8,202 | -5.4% | 0.04% | -6.5% |
| Q1 2021 | $356,000 | +0.6% | 8,667 | -6.9% | 0.05% | -23.3% |
| Q4 2020 | $354,000 | -2.2% | 9,314 | -5.6% | 0.06% | -14.3% |
| Q3 2020 | $362,000 | 0.0% | 9,868 | -4.6% | 0.07% | -14.6% |
| Q2 2020 | $362,000 | -2.2% | 10,341 | -6.4% | 0.08% | -18.0% |
| Q1 2020 | $370,000 | -47.9% | 11,044 | -29.5% | 0.10% | -42.5% |
| Q4 2019 | $710,000 | 0.0% | 15,665 | +3.6% | 0.17% | -11.2% |
| Q3 2019 | $710,000 | +10.6% | 15,122 | +5.9% | 0.20% | +12.6% |
| Q2 2019 | $642,000 | +5.9% | 14,283 | +4.5% | 0.17% | -5.9% |
| Q1 2019 | $606,000 | +8.0% | 13,670 | +5.2% | 0.18% | +5.1% |
| Q4 2018 | $561,000 | +9.6% | 12,989 | +1.5% | 0.18% | -55.7% |
| Q3 2018 | $512,000 | -2.3% | 12,795 | +2.1% | 0.40% | -14.1% |
| Q2 2018 | $524,000 | +10.1% | 12,531 | +0.6% | 0.46% | +2.4% |
| Q1 2018 | $476,000 | -4.0% | 12,455 | +4.6% | 0.45% | -13.3% |
| Q4 2017 | $496,000 | – | 11,912 | – | 0.52% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
| Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
| Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
| Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
| WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
| RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
| Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
| Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
| Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
| Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |