SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 158 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,660,000 | -1.2% | 101,395 | +1.4% | 0.16% | -4.3% |
| Q3 2019 | $4,717,000 | +6.1% | 100,000 | 0.0% | 0.16% | +17.3% |
| Q2 2019 | $4,444,000 | +0.0% | 100,000 | 0.0% | 0.14% | -2.1% |
| Q1 2019 | $4,443,000 | – | 100,000 | +3333233.3% | 0.14% | – |
| Q4 2017 | $0 | -100.0% | 3 | -95.7% | 0.00% | – |
| Q4 2015 | $3,000 | -99.3% | 69 | -99.5% | 0.00% | -100.0% |
| Q2 2013 | $433,000 | – | 13,498 | – | 0.02% | – |
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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% |