SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,757 | -13.8% | 28,268 | -5.2% | 0.26% | -12.8% |
| Q2 2023 | $582,259 | -2.3% | 29,814 | -2.5% | 0.30% | -8.2% |
| Q1 2023 | $596,030 | -22.9% | 30,566 | -23.8% | 0.33% | -29.1% |
| Q4 2022 | $773,528 | +98.3% | 40,100 | +92.0% | 0.47% | +74.3% |
| Q3 2022 | $390,000 | -61.5% | 20,881 | -56.6% | 0.27% | -60.9% |
| Q2 2022 | $1,014,000 | +133.1% | 48,084 | +175.4% | 0.69% | +156.0% |
| Q1 2022 | $435,000 | -10.7% | 17,458 | +89.0% | 0.27% | -11.3% |
| Q4 2021 | $487,000 | -23.8% | 9,235 | -34.0% | 0.30% | -48.3% |
| Q3 2021 | $639,000 | – | 13,996 | – | 0.58% | – |
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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% |