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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,547 | -80.2% | 235 | -79.9% | 0.00% | – |
| Q2 2023 | $22,926 | -23.5% | 1,167 | -24.9% | 0.00% | – |
| Q4 2022 | $29,977 | -9.2% | 1,554 | 0.0% | 0.00% | – |
| Q3 2022 | $33,000 | -41.1% | 1,554 | -40.1% | 0.00% | – |
| Q2 2022 | $56,000 | +43.6% | 2,594 | +66.9% | 0.00% | – |
| Q1 2022 | $39,000 | -59.4% | 1,554 | -15.0% | 0.00% | – |
| Q4 2021 | $96,000 | +152.6% | 1,828 | +135.3% | 0.00% | – |
| Q3 2021 | $38,000 | +58.3% | 777 | +38.0% | 0.00% | – |
| Q1 2021 | $24,000 | +33.3% | 563 | +14.2% | 0.00% | – |
| Q4 2020 | $18,000 | -33.3% | 493 | -32.9% | 0.00% | – |
| Q3 2020 | $27,000 | +3.8% | 735 | -0.8% | 0.00% | – |
| Q2 2020 | $26,000 | +13.0% | 741 | -4.9% | 0.00% | – |
| Q1 2020 | $23,000 | -67.1% | 779 | -48.6% | 0.00% | – |
| Q4 2019 | $70,000 | -60.5% | 1,515 | -59.5% | 0.00% | – |
| Q3 2019 | $177,000 | +36.2% | 3,739 | +27.5% | 0.00% | – |
| Q2 2019 | $130,000 | -11.6% | 2,933 | -11.2% | 0.00% | – |
| Q1 2019 | $147,000 | -19.7% | 3,303 | -30.5% | 0.00% | – |
| Q4 2018 | $183,000 | +369.2% | 4,752 | +403.4% | 0.00% | – |
| Q3 2018 | $39,000 | -2.5% | 944 | -0.3% | 0.00% | – |
| Q2 2018 | $40,000 | +17.6% | 947 | +7.4% | 0.00% | – |
| Q1 2018 | $34,000 | +21.4% | 882 | +32.8% | 0.00% | – |
| Q4 2017 | $28,000 | +16.7% | 664 | +11.8% | 0.00% | – |
| Q3 2017 | $24,000 | -4.0% | 594 | -2.6% | 0.00% | – |
| Q2 2017 | $25,000 | +19.0% | 610 | +21.0% | 0.00% | – |
| Q1 2017 | $21,000 | -51.2% | 504 | -52.7% | 0.00% | – |
| Q4 2016 | $43,000 | +126.3% | 1,066 | +141.7% | 0.00% | – |
| Q3 2016 | $19,000 | +72.7% | 441 | +82.2% | 0.00% | – |
| Q2 2016 | $11,000 | 0.0% | 242 | -12.0% | 0.00% | – |
| Q1 2016 | $11,000 | 0.0% | 275 | 0.0% | 0.00% | – |
| Q4 2015 | $11,000 | 0.0% | 275 | 0.0% | 0.00% | – |
| Q3 2015 | $11,000 | +120.0% | 275 | +83.3% | 0.00% | – |
| Q2 2015 | $5,000 | -16.7% | 150 | 0.0% | 0.00% | – |
| Q1 2015 | $6,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2014 | $6,000 | +20.0% | 150 | 0.0% | 0.00% | – |
| Q3 2014 | $5,000 | – | 150 | – | 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% |