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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $61,333 | -23.1% | 3,145 | -23.9% | 0.02% | -26.1% |
| Q4 2022 | $79,737 | +3.6% | 4,134 | +0.4% | 0.02% | -8.0% |
| Q3 2022 | $77,000 | -11.5% | 4,119 | +0.3% | 0.02% | -7.4% |
| Q2 2022 | $87,000 | -26.3% | 4,105 | -13.5% | 0.03% | -12.9% |
| Q1 2022 | $118,000 | -5.6% | 4,743 | +100.0% | 0.03% | 0.0% |
| Q4 2021 | $125,000 | +43.7% | 2,372 | +11.7% | 0.03% | +24.0% |
| Q1 2021 | $87,000 | +52.6% | 2,123 | +31.8% | 0.02% | +25.0% |
| Q3 2020 | $57,000 | -3.4% | 1,611 | +28.4% | 0.02% | -4.8% |
| Q3 2019 | $59,000 | +28.3% | 1,255 | +12.6% | 0.02% | +5.0% |
| Q3 2017 | $46,000 | 0.0% | 1,115 | 0.0% | 0.02% | -4.8% |
| Q2 2017 | $46,000 | – | 1,115 | – | 0.02% | – |
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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% |