SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,030,206 | +35.0% | 104,113 | +33.5% | 0.29% | +38.4% |
| Q4 2022 | $1,503,862 | -14.3% | 77,961 | -16.9% | 0.21% | -27.5% |
| Q3 2022 | $1,754,000 | -8.4% | 93,837 | +3.4% | 0.29% | -20.9% |
| Q2 2022 | $1,914,000 | -5.2% | 90,737 | +11.9% | 0.37% | +5.4% |
| Q1 2022 | $2,018,000 | -19.2% | 81,112 | +71.2% | 0.35% | -19.0% |
| Q4 2021 | $2,496,000 | +28.4% | 47,388 | +11.3% | 0.43% | -51.8% |
| Q3 2021 | $1,944,000 | +9.0% | 42,565 | +9.3% | 0.89% | 0.0% |
| Q2 2021 | $1,783,000 | +26.2% | 38,948 | +13.3% | 0.89% | -0.1% |
| Q1 2021 | $1,413,000 | +40.7% | 34,388 | +30.0% | 0.90% | +23.3% |
| Q4 2020 | $1,004,000 | – | 26,448 | – | 0.73% | – |
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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% |