SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,368,205 | -13.9% | 414,885 | -9.7% | 0.03% | -15.2% |
| Q2 2023 | $8,556,991 | +89212.1% | 459,675 | -6.5% | 0.03% | -19.5% |
| Q1 2023 | $9,581 | +0.9% | 491,383 | -0.2% | 0.04% | -14.6% |
| Q4 2022 | $9,495 | -99.9% | 492,289 | -8.6% | 0.05% | -7.7% |
| Q3 2022 | $10,062,000 | +59088.2% | 538,406 | +64148.9% | 0.05% | – |
| Q2 2022 | $17,000 | -66.0% | 838 | -58.3% | 0.00% | – |
| Q1 2022 | $50,000 | +150.0% | 2,010 | +422.1% | 0.00% | – |
| Q4 2021 | $20,000 | -4.8% | 385 | -18.3% | 0.00% | – |
| Q3 2021 | $21,000 | +23.5% | 471 | +21.4% | 0.00% | – |
| Q2 2021 | $17,000 | +70.0% | 388 | +44.8% | 0.00% | – |
| Q1 2021 | $10,000 | 0.0% | 268 | +1.1% | 0.00% | – |
| Q4 2020 | $10,000 | 0.0% | 265 | -12.0% | 0.00% | – |
| Q3 2020 | $10,000 | -63.0% | 301 | -60.2% | 0.00% | – |
| Q2 2020 | $27,000 | -12.9% | 756 | -20.8% | 0.00% | – |
| Q1 2020 | $31,000 | -18.4% | 954 | +17.1% | 0.00% | – |
| Q4 2019 | $38,000 | +137.5% | 815 | +151.5% | 0.00% | – |
| Q3 2019 | $16,000 | +6.7% | 324 | 0.0% | 0.00% | – |
| Q2 2019 | $15,000 | – | 324 | – | 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% |