SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167,635 | -6.6% | 9,444 | +2.8% | 0.00% | 0.0% |
| Q2 2023 | $179,464 | +3.7% | 9,189 | +3.6% | 0.00% | 0.0% |
| Q1 2023 | $173,004 | +33.8% | 8,872 | +32.3% | 0.00% | 0.0% |
| Q4 2022 | $129,321 | -8.3% | 6,704 | -11.4% | 0.00% | 0.0% |
| Q3 2022 | $141,000 | +5.2% | 7,570 | +18.7% | 0.00% | 0.0% |
| Q2 2022 | $134,000 | -20.7% | 6,376 | -6.3% | 0.00% | 0.0% |
| Q1 2022 | $169,000 | -5.1% | 6,802 | +101.6% | 0.00% | 0.0% |
| Q4 2021 | $178,000 | +5833.3% | 3,374 | +5012.1% | 0.00% | – |
| Q3 2021 | $3,000 | -57.1% | 66 | -55.7% | 0.00% | – |
| Q2 2021 | $7,000 | +133.3% | 149 | +77.4% | 0.00% | – |
| Q1 2021 | $3,000 | -66.7% | 84 | -66.4% | 0.00% | – |
| Q4 2020 | $9,000 | -90.0% | 250 | -90.1% | 0.00% | – |
| Q3 2020 | $90,000 | +143.2% | 2,537 | +141.6% | 0.00% | – |
| Q2 2020 | $37,000 | -26.0% | 1,050 | -31.1% | 0.00% | – |
| Q1 2020 | $50,000 | -97.0% | 1,524 | -95.9% | 0.00% | -100.0% |
| Q4 2019 | $1,688,000 | +0.7% | 36,723 | +3.4% | 0.01% | -10.0% |
| Q3 2019 | $1,676,000 | +3.6% | 35,528 | -2.4% | 0.01% | +11.1% |
| Q2 2019 | $1,618,000 | -5.7% | 36,407 | -5.7% | 0.01% | -10.0% |
| Q1 2019 | $1,715,000 | +15.5% | 38,610 | +0.1% | 0.01% | -9.1% |
| Q4 2018 | $1,485,000 | +6087.5% | 38,565 | +6689.6% | 0.01% | – |
| Q3 2018 | $24,000 | 0.0% | 568 | +0.2% | 0.00% | – |
| Q2 2018 | $24,000 | -4.0% | 567 | -11.8% | 0.00% | – |
| Q1 2018 | $25,000 | – | 643 | – | 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% |