SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,748 | +14.7% | 12,324 | +26.2% | 0.03% | +18.2% |
| Q2 2023 | $190,672 | +100.6% | 9,763 | +100.3% | 0.02% | +83.3% |
| Q1 2023 | $95,063 | +24.9% | 4,875 | +23.6% | 0.01% | +9.1% |
| Q4 2022 | $76,099 | +69.1% | 3,945 | +65.3% | 0.01% | +57.1% |
| Q3 2022 | $45,000 | -8.2% | 2,386 | +1.9% | 0.01% | -12.5% |
| Q2 2022 | $49,000 | +32.4% | 2,342 | +58.2% | 0.01% | +33.3% |
| Q1 2022 | $37,000 | +32.1% | 1,480 | +175.6% | 0.01% | +50.0% |
| Q4 2021 | $28,000 | +1300.0% | 537 | +913.2% | 0.00% | +300.0% |
| Q4 2018 | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | 0.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | -81.8% | 53 | -79.1% | 0.00% | -85.7% |
| Q4 2017 | $11,000 | -57.7% | 253 | -60.1% | 0.01% | -53.3% |
| Q3 2017 | $26,000 | -43.5% | 634 | -43.4% | 0.02% | -48.3% |
| Q2 2017 | $46,000 | -37.0% | 1,120 | -37.3% | 0.03% | -44.2% |
| Q1 2017 | $73,000 | -94.1% | 1,785 | -94.0% | 0.05% | -94.8% |
| Q4 2016 | $1,228,000 | – | 29,915 | – | 1.00% | – |
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% |