SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,767 | -19.2% | 381 | -11.2% | 0.00% | 0.0% |
| Q2 2023 | $8,375 | +1.1% | 429 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $8,281 | +48611.8% | 425 | -51.4% | 0.00% | -66.7% |
| Q4 2022 | $17 | -99.8% | 874 | +100.0% | 0.01% | +100.0% |
| Q3 2022 | $8,000 | -11.1% | 437 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 434 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 431 | +98.6% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | +10.0% | 217 | +0.9% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 215 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 214 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 213 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | -80.5% | 212 | -81.9% | 0.00% | -82.4% |
| Q3 2020 | $41,000 | -14.6% | 1,169 | -15.9% | 0.02% | +13.3% |
| Q2 2020 | $48,000 | -21.3% | 1,390 | -25.3% | 0.02% | -44.4% |
| Q1 2020 | $61,000 | -74.4% | 1,861 | -64.0% | 0.03% | -71.9% |
| Q4 2019 | $238,000 | +2.6% | 5,169 | +4.1% | 0.10% | -27.3% |
| Q3 2019 | $232,000 | +52.6% | 4,964 | +45.5% | 0.13% | +45.1% |
| Q2 2019 | $152,000 | -13.1% | 3,412 | -13.8% | 0.09% | -24.2% |
| Q1 2019 | $175,000 | +10.8% | 3,957 | -3.3% | 0.12% | -13.7% |
| Q4 2018 | $158,000 | – | 4,094 | – | 0.14% | – |
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% |