SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,425,000 | -4.0% | 97,428 | +79.5% | 0.77% | -59.7% |
| Q3 2020 | $2,526,000 | 0.0% | 54,285 | 0.0% | 1.90% | 0.0% |
| Q1 2020 | $2,526,000 | +29.8% | 54,285 | +28.2% | 1.90% | +22.9% |
| Q4 2019 | $1,946,000 | -23.0% | 42,346 | -22.0% | 1.55% | -18.6% |
| Q3 2019 | $2,526,000 | +118.3% | 54,285 | +108.4% | 1.90% | +88.4% |
| Q2 2019 | $1,157,000 | +34.5% | 26,045 | +34.5% | 1.01% | +26.8% |
| Q1 2019 | $860,000 | +29.9% | 19,364 | +12.7% | 0.80% | +36.8% |
| Q4 2018 | $662,000 | – | 17,184 | – | 0.58% | – |
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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% |