SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $568 | -13.4% | 29,100 | -14.4% | 0.00% | 0.0% |
| Q4 2022 | $656 | -100.0% | 34,000 | -81.7% | 0.00% | -80.0% |
| Q3 2022 | $3,476,000 | +264.7% | 186,000 | +311.5% | 0.01% | +400.0% |
| Q2 2022 | $953,000 | +40.1% | 45,200 | +250.4% | 0.00% | 0.0% |
| Q4 2021 | $680,000 | +84.8% | 12,900 | +33.0% | 0.00% | – |
| Q4 2020 | $368,000 | +54.0% | 9,700 | +32.9% | 0.00% | – |
| Q1 2020 | $239,000 | +10.6% | 7,300 | +55.3% | 0.00% | – |
| Q4 2019 | $216,000 | -80.0% | 4,700 | -83.3% | 0.00% | -100.0% |
| Q4 2018 | $1,082,000 | +178.9% | 28,100 | +202.2% | 0.00% | – |
| Q3 2018 | $388,000 | -38.9% | 9,300 | -44.0% | 0.00% | – |
| Q2 2018 | $635,000 | 0.0% | 16,600 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $635,000 | +93.0% | 16,600 | +110.1% | 0.00% | – |
| Q4 2017 | $329,000 | – | 7,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 1,407,892 | $53,458,000 | 15.03% |
| Moisand Fitzgerald Tamayo, LLC | 328,525 | $12,474,000 | 5.62% |
| Strategic Financial Planning, Inc. | 162,862 | $6,184,000 | 5.42% |
| Omega Financial Group, LLC | 215,361 | $8,177,000 | 4.42% |
| Cypress Point Wealth Management, LLC | 62,564 | $2,376,000 | 3.61% |
| Northwest Quadrant Wealth Management, LLC | 245,729 | $9,227,000 | 3.12% |
| Courage Miller Partners, LLC | 173,178 | $6,576,000 | 3.02% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 921,859 | $35,003,000 | 2.52% |
| BlueSky Wealth Advisors, LLC | 273,631 | $10,390,000 | 2.51% |
| Adams Chetwood Wealth Management LLC | 71,109 | $2,700,000 | 2.24% |