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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $240,258 | -34.9% | 12,302 | -35.0% | 0.00% | -50.0% |
Q1 2023 | $369,185 | +50.7% | 18,933 | +49.1% | 0.00% | +100.0% |
Q4 2022 | $244,906 | -99.9% | 12,696 | -53.5% | 0.00% | -33.3% |
Q3 2022 | $255,255,000 | +81975.6% | 27,324 | +118.7% | 0.00% | 0.0% |
Q1 2022 | $311,000 | -15.5% | 12,492 | +79.0% | 0.00% | -25.0% |
Q4 2021 | $368,000 | -42.4% | 6,979 | -50.1% | 0.00% | -33.3% |
Q3 2021 | $639,000 | +177.8% | 13,983 | +178.1% | 0.01% | +100.0% |
Q2 2021 | $230,000 | -16.4% | 5,028 | -24.7% | 0.00% | 0.0% |
Q1 2021 | $275,000 | -76.5% | 6,681 | -78.6% | 0.00% | -78.6% |
Q4 2020 | $1,170,000 | -99.6% | 31,160 | +22981.5% | 0.01% | +133.3% |
Q3 2020 | $305,000,000 | – | 135 | – | 0.01% | – |
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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% |