SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,216 | +750.8% | 2,153 | +836.1% | 0.00% | – |
| Q2 2023 | $4,492 | +577.5% | 230 | +576.5% | 0.00% | – |
| Q1 2023 | $663 | -39.7% | 34 | -40.4% | 0.00% | – |
| Q4 2022 | $1,100 | +10.0% | 57 | +67.6% | 0.00% | – |
| Q3 2022 | $1,000 | -99.3% | 34 | -99.5% | 0.00% | – |
| Q2 2022 | $135,000 | +23.9% | 6,423 | +46.6% | 0.00% | – |
| Q1 2022 | $109,000 | +10800.0% | 4,381 | +24238.9% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 18 | +5.9% | 0.00% | – |
| Q3 2021 | $1,000 | -97.1% | 17 | -97.7% | 0.00% | – |
| Q2 2021 | $34,000 | +13.3% | 745 | +2.3% | 0.00% | – |
| Q1 2021 | $30,000 | +7.1% | 728 | 0.0% | 0.00% | – |
| Q4 2020 | $28,000 | +75.0% | 728 | +62.5% | 0.00% | – |
| Q3 2020 | $16,000 | -15.8% | 448 | -14.8% | 0.00% | – |
| Q2 2020 | $19,000 | -65.5% | 526 | -68.5% | 0.00% | – |
| Q1 2020 | $55,000 | +48.6% | 1,668 | +109.8% | 0.00% | – |
| Q4 2019 | $37,000 | +15.6% | 795 | +17.6% | 0.00% | – |
| Q3 2019 | $32,000 | +3.2% | 676 | -4.1% | 0.00% | – |
| Q2 2019 | $31,000 | +121.4% | 705 | +116.9% | 0.00% | – |
| Q1 2019 | $14,000 | -12.5% | 325 | -23.3% | 0.00% | – |
| Q4 2018 | $16,000 | +14.3% | 424 | +28.9% | 0.00% | – |
| Q3 2018 | $14,000 | -60.0% | 329 | -60.5% | 0.00% | – |
| Q2 2018 | $35,000 | -12.5% | 832 | -21.3% | 0.00% | – |
| Q1 2018 | $40,000 | +5.3% | 1,057 | +15.5% | 0.00% | – |
| Q4 2017 | $38,000 | +35.7% | 915 | +36.8% | 0.00% | – |
| Q3 2017 | $28,000 | -33.3% | 669 | -34.0% | 0.00% | – |
| Q2 2017 | $42,000 | -10.6% | 1,013 | -12.7% | 0.00% | – |
| Q1 2017 | $47,000 | +571.4% | 1,160 | +625.0% | 0.00% | – |
| Q4 2016 | $7,000 | -58.8% | 160 | -60.0% | 0.00% | – |
| Q3 2016 | $17,000 | -5.6% | 400 | -1.0% | 0.00% | – |
| Q2 2016 | $18,000 | -75.3% | 404 | -76.8% | 0.00% | – |
| Q1 2016 | $73,000 | +329.4% | 1,745 | +314.5% | 0.00% | – |
| Q4 2015 | $17,000 | -19.0% | 421 | -23.7% | 0.00% | – |
| Q3 2015 | $21,000 | -32.3% | 552 | -28.2% | 0.00% | – |
| Q1 2015 | $31,000 | -98.2% | 769 | -98.5% | 0.00% | -100.0% |
| Q3 2014 | $1,708,000 | -3.4% | 50,158 | +0.3% | 0.00% | -50.0% |
| Q2 2014 | $1,769,000 | +6.8% | 50,000 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $1,656,000 | +9.5% | 50,000 | 0.0% | 0.00% | +100.0% |
| Q4 2013 | $1,513,000 | – | 50,000 | – | 0.00% | – |
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% |