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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $0 | – | 22 | 0.0% | 0.00% | – |
Q2 2022 | $0 | -100.0% | 22 | -94.3% | 0.00% | -100.0% |
Q2 2021 | $18,000 | 0.0% | 383 | -10.5% | 0.01% | 0.0% |
Q1 2021 | $18,000 | +28.6% | 428 | +12.6% | 0.01% | 0.0% |
Q4 2020 | $14,000 | +7.7% | 380 | +1.9% | 0.01% | -23.1% |
Q2 2020 | $13,000 | -69.8% | 373 | -72.0% | 0.01% | -76.4% |
Q1 2020 | $43,000 | – | 1,334 | – | 0.06% | – |
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% |