SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $406,000 | -86.3% | 16,292 | -70.9% | 0.15% | -82.9% |
| Q4 2021 | $2,953,000 | +13.4% | 56,046 | -1.7% | 0.90% | +13.7% |
| Q3 2021 | $2,604,000 | +1.9% | 57,011 | +2.2% | 0.79% | -0.5% |
| Q2 2021 | $2,555,000 | +8.1% | 55,790 | -3.0% | 0.79% | +3.5% |
| Q1 2021 | $2,363,000 | +13.7% | 57,503 | +5.1% | 0.76% | -0.9% |
| Q4 2020 | $2,078,000 | +29.7% | 54,715 | +20.8% | 0.77% | -14.4% |
| Q3 2020 | $1,602,000 | -3.2% | 45,283 | -3.6% | 0.90% | -10.0% |
| Q2 2020 | $1,655,000 | +10.0% | 46,990 | +2.3% | 1.00% | +12.8% |
| Q1 2020 | $1,504,000 | -25.4% | 45,938 | +4.7% | 0.89% | -19.3% |
| Q4 2019 | $2,016,000 | +29.6% | 43,867 | +33.1% | 1.10% | +24.3% |
| Q3 2019 | $1,555,000 | +2.0% | 32,964 | -3.9% | 0.88% | -3.1% |
| Q2 2019 | $1,524,000 | +36.1% | 34,299 | +36.1% | 0.91% | +65.1% |
| Q1 2019 | $1,120,000 | – | 25,203 | – | 0.55% | – |
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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% |