SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,621,190 | -22.4% | 147,673 | -14.6% | 2.30% | -36.0% |
Q2 2023 | $3,376,182 | -1.9% | 172,872 | -2.0% | 3.60% | -25.9% |
Q1 2023 | $3,440,205 | +8.5% | 176,421 | +7.4% | 4.85% | -2.4% |
Q4 2022 | $3,169,624 | -3.3% | 164,314 | -6.3% | 4.97% | -18.4% |
Q3 2022 | $3,277,000 | -12.6% | 175,347 | -1.4% | 6.09% | -7.5% |
Q2 2022 | $3,751,000 | -10.7% | 177,850 | +5.4% | 6.58% | +54.3% |
Q1 2022 | $4,200,000 | +1.1% | 168,758 | +114.0% | 4.27% | +10.8% |
Q4 2021 | $4,155,000 | -40.6% | 78,856 | -48.5% | 3.85% | +54.3% |
Q3 2021 | $6,992,000 | +112.7% | 153,060 | +113.2% | 2.50% | +6.7% |
Q2 2021 | $3,288,000 | +14.3% | 71,808 | +2.6% | 2.34% | -21.9% |
Q1 2021 | $2,876,000 | +21.0% | 70,002 | +11.9% | 2.99% | -17.1% |
Q4 2020 | $2,376,000 | – | 62,564 | – | 3.61% | – |
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% |