SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $246,000 | -7.2% | 5,360 | -4.5% | 0.05% | -13.2% |
| Q3 2019 | $265,000 | +6.4% | 5,610 | 0.0% | 0.05% | +3.9% |
| Q2 2019 | $249,000 | -2.0% | 5,610 | -1.8% | 0.05% | -5.6% |
| Q1 2019 | $254,000 | +11.4% | 5,710 | -3.4% | 0.05% | -1.8% |
| Q4 2018 | $228,000 | -7.7% | 5,910 | 0.0% | 0.06% | +3.8% |
| Q3 2018 | $247,000 | -1.6% | 5,910 | -1.7% | 0.05% | -8.6% |
| Q2 2018 | $251,000 | +9.1% | 6,010 | 0.0% | 0.06% | +5.5% |
| Q1 2018 | $230,000 | -12.5% | 6,010 | -4.8% | 0.06% | -24.7% |
| Q4 2017 | $263,000 | +1.2% | 6,310 | 0.0% | 0.07% | -6.4% |
| Q3 2017 | $260,000 | +27.5% | 6,310 | +27.7% | 0.08% | +18.2% |
| Q2 2017 | $204,000 | +1.5% | 4,940 | 0.0% | 0.07% | -1.5% |
| Q1 2017 | $201,000 | -1.0% | 4,940 | 0.0% | 0.07% | -4.3% |
| Q4 2016 | $203,000 | -2.9% | 4,940 | +1.0% | 0.07% | -5.4% |
| Q3 2016 | $209,000 | – | 4,890 | – | 0.07% | – |
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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% |