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 | $824,925 | -11.2% | 46,475 | -2.3% | 0.34% | -11.1% |
| Q2 2023 | $929,358 | +102478.1% | 47,586 | +2.4% | 0.39% | -6.3% |
| Q1 2023 | $906 | +1.9% | 46,472 | +0.8% | 0.41% | -4.2% |
| Q4 2022 | $889 | -99.9% | 46,094 | +26.3% | 0.43% | -21.1% |
| Q3 2022 | $682,000 | -8.9% | 36,490 | +2.8% | 0.55% | +76.1% |
| Q2 2022 | $749,000 | +63.2% | 35,509 | +92.5% | 0.31% | +75.1% |
| Q1 2022 | $459,000 | -4.6% | 18,442 | +101.9% | 0.18% | -15.7% |
| Q4 2021 | $481,000 | +15.3% | 9,133 | +0.0% | 0.21% | +9.4% |
| Q3 2021 | $417,000 | +2.0% | 9,130 | +2.3% | 0.19% | -2.5% |
| Q2 2021 | $409,000 | +25.8% | 8,927 | +12.7% | 0.20% | +33.1% |
| Q1 2021 | $325,000 | +18.6% | 7,921 | +9.5% | 0.15% | +17.5% |
| Q4 2020 | $274,000 | -4.2% | 7,234 | -10.6% | 0.13% | -21.2% |
| Q3 2020 | $286,000 | -19.9% | 8,094 | -20.1% | 0.16% | -27.6% |
| Q2 2020 | $357,000 | -4.8% | 10,134 | +24.1% | 0.22% | -9.4% |
| Q4 2019 | $375,000 | – | 8,165 | – | 0.24% | – |
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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% |