SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2020 | $283,000 | +11.0% | 8,034 | +3.2% | 0.06% | -21.1% |
Q1 2020 | $255,000 | -26.5% | 7,786 | +3.1% | 0.07% | -10.1% |
Q4 2019 | $347,000 | -2.5% | 7,552 | 0.0% | 0.08% | -11.2% |
Q3 2019 | $356,000 | -58.2% | 7,552 | -60.6% | 0.09% | -59.0% |
Q1 2019 | $851,000 | +26.4% | 19,163 | +9.7% | 0.22% | +11.3% |
Q4 2018 | $673,000 | – | 17,469 | – | 0.20% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Matrix Trust Co | 1,384,351 | $48,964,000 | 14.38% |
Moisand Fitzgerald Tamayo, LLC | 309,625 | $10,951,000 | 5.67% |
Strategic Financial Planning, Inc. | 148,447 | $5,253,000 | 5.46% |
Aurora Investment Managers, LLC. | 162,558 | $5,750,000 | 5.20% |
Omega Financial Group, LLC | 210,355 | $7,440,000 | 4.53% |
Northwest Quadrant Wealth Management, LLC | 238,689 | $8,421,000 | 3.34% |
MONETA GROUP INVESTMENT ADVISORS LLC | 912,383 | $32,271,000 | 2.81% |
Courage Miller Partners, LLC | 144,223 | $5,080,000 | 2.73% |
BlueSky Wealth Advisors, LLC | 256,528 | $9,409,000 | 2.46% |
Adams Chetwood Wealth Management LLC | 70,441 | $2,491,000 | 2.40% |