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 | $1,059,836 | -14.0% | 59,709 | -5.4% | 0.13% | -11.0% |
| Q2 2023 | $1,232,706 | +3.4% | 63,119 | +3.2% | 0.15% | -2.0% |
| Q1 2023 | $1,192,326 | +5.3% | 61,145 | +1.0% | 0.15% | -8.6% |
| Q3 2022 | $1,132,000 | -6.7% | 60,550 | +6.2% | 0.16% | +0.6% |
| Q2 2022 | $1,213,000 | +2.2% | 57,036 | +21.0% | 0.16% | +11.0% |
| Q1 2022 | $1,187,000 | -4.2% | 47,132 | +100.4% | 0.15% | +3.5% |
| Q4 2021 | $1,239,000 | +17.1% | 23,519 | +1.5% | 0.14% | -0.7% |
| Q3 2021 | $1,058,000 | -3.3% | 23,166 | +1.0% | 0.14% | -11.2% |
| Q2 2021 | $1,094,000 | +16.9% | 22,946 | +0.7% | 0.16% | +6.0% |
| Q1 2021 | $936,000 | +6.4% | 22,789 | -0.9% | 0.15% | 0.0% |
| Q4 2020 | $880,000 | +2.2% | 22,989 | -5.6% | 0.15% | -13.2% |
| Q3 2020 | $861,000 | -38.4% | 24,353 | -22.7% | 0.17% | -47.7% |
| Q1 2019 | $1,398,000 | – | 31,485 | – | 0.33% | – |
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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% |