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 | $52,000 | 0.0% | 2,096 | +113.0% | 0.02% | 0.0% |
| Q4 2021 | $52,000 | +33.3% | 984 | +15.9% | 0.02% | +23.1% |
| Q3 2021 | $39,000 | -46.6% | 849 | -46.5% | 0.01% | -48.0% |
| Q2 2021 | $73,000 | +12.3% | 1,586 | +0.2% | 0.02% | 0.0% |
| Q1 2021 | $65,000 | +20.4% | 1,583 | +12.0% | 0.02% | +4.2% |
| Q4 2020 | $54,000 | +8.0% | 1,414 | +0.4% | 0.02% | -4.0% |
| Q3 2020 | $50,000 | +2.0% | 1,408 | +0.2% | 0.02% | -3.8% |
| Q2 2020 | $49,000 | +8.9% | 1,405 | +2.0% | 0.03% | -13.3% |
| Q1 2020 | $45,000 | -28.6% | 1,378 | +0.1% | 0.03% | -16.7% |
| Q4 2019 | $63,000 | -3.1% | 1,376 | +0.4% | 0.04% | -7.7% |
| Q3 2019 | $65,000 | -4.4% | 1,370 | -10.4% | 0.04% | -4.9% |
| Q2 2019 | $68,000 | 0.0% | 1,529 | 0.0% | 0.04% | -4.7% |
| Q1 2019 | $68,000 | +74.4% | 1,529 | +50.6% | 0.04% | +53.6% |
| Q4 2018 | $39,000 | -2.5% | 1,015 | 0.0% | 0.03% | +3.7% |
| Q3 2018 | $40,000 | +33.3% | 1,015 | +39.4% | 0.03% | +22.7% |
| Q2 2018 | $30,000 | +57.9% | 728 | +45.6% | 0.02% | +57.1% |
| Q1 2018 | $19,000 | – | 500 | – | 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% |