SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,226 | -62.3% | 1,599 | -62.3% | 0.02% | -51.4% |
| Q1 2023 | $82,794 | +1.1% | 4,246 | 0.0% | 0.04% | -12.5% |
| Q4 2022 | $81,903 | +6.4% | 4,246 | +3.6% | 0.04% | +14.3% |
| Q3 2022 | $77,000 | -6.1% | 4,098 | +5.8% | 0.04% | -5.4% |
| Q2 2022 | $82,000 | -57.3% | 3,875 | -50.0% | 0.04% | -7.5% |
| Q1 2022 | $192,000 | +88.2% | 7,746 | +299.9% | 0.04% | -11.1% |
| Q4 2021 | $102,000 | +14.6% | 1,937 | -1.0% | 0.04% | +4.7% |
| Q3 2021 | $89,000 | -4.3% | 1,956 | -3.4% | 0.04% | -10.4% |
| Q2 2021 | $93,000 | -4.1% | 2,024 | -14.3% | 0.05% | -15.8% |
| Q1 2021 | $97,000 | +9.0% | 2,362 | +1.2% | 0.06% | -3.4% |
| Q4 2020 | $89,000 | -16.0% | 2,335 | -21.9% | 0.06% | -24.4% |
| Q3 2020 | $106,000 | +1.0% | 2,989 | +0.2% | 0.08% | -4.9% |
| Q2 2020 | $105,000 | +6.1% | 2,984 | -0.9% | 0.08% | -12.8% |
| Q1 2020 | $99,000 | -22.0% | 3,011 | +9.2% | 0.09% | -12.1% |
| Q4 2019 | $127,000 | – | 2,757 | – | 0.11% | – |
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% |