SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $125 | – | 6 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 6 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 6 | -95.9% | 0.00% | -100.0% |
| Q4 2021 | $8,000 | -38.5% | 148 | -48.3% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 286 | -2.4% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | -62.9% | 293 | -65.3% | 0.00% | -75.0% |
| Q1 2021 | $35,000 | -67.3% | 844 | -70.1% | 0.00% | -71.4% |
| Q4 2020 | $107,000 | -58.2% | 2,825 | -61.0% | 0.01% | -64.1% |
| Q3 2020 | $256,000 | -59.4% | 7,241 | -59.6% | 0.04% | -64.2% |
| Q2 2020 | $631,000 | -8.7% | 17,919 | -15.1% | 0.11% | -30.1% |
| Q1 2020 | $691,000 | -23.1% | 21,115 | +8.1% | 0.16% | -8.2% |
| Q4 2019 | $898,000 | +41.9% | 19,539 | +45.7% | 0.17% | +25.0% |
| Q3 2019 | $633,000 | +39.4% | 13,415 | +31.2% | 0.14% | +33.3% |
| Q2 2019 | $454,000 | +3392.3% | 10,223 | +3487.0% | 0.10% | +2450.0% |
| Q1 2019 | $13,000 | +8.3% | 285 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $12,000 | 0.0% | 285 | +1.1% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | +9.1% | 282 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $11,000 | -8.3% | 282 | 0.0% | 0.00% | -20.0% |
| Q4 2017 | $12,000 | – | 282 | – | 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% |