SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,661 | +61.5% | 995 | +77.7% | 0.00% | +50.0% |
| Q2 2023 | $10,937 | +3.1% | 560 | +2.9% | 0.00% | -33.3% |
| Q1 2023 | $10,608 | +1.1% | 544 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $10,494 | +4.9% | 544 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $10,000 | -28.6% | 544 | -20.0% | 0.01% | -16.7% |
| Q2 2022 | $14,000 | +1300.0% | 680 | +6081.8% | 0.01% | +500.0% |
| Q4 2019 | $1,000 | – | 11 | – | 0.00% | – |
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% |