SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $207,000 | -33.2% | 11,072 | -24.8% | 0.01% | -12.5% |
| Q2 2022 | $310,000 | -73.7% | 14,719 | -68.9% | 0.02% | -67.3% |
| Q1 2022 | $1,178,000 | -76.4% | 47,335 | -50.1% | 0.05% | -64.2% |
| Q4 2021 | $4,999,000 | +729.0% | 94,882 | +497.7% | 0.14% | +705.9% |
| Q4 2020 | $603,000 | -71.0% | 15,874 | -73.1% | 0.02% | -85.1% |
| Q2 2020 | $2,078,000 | +111.4% | 58,998 | +96.4% | 0.11% | +75.4% |
| Q1 2020 | $983,000 | -65.3% | 30,033 | -51.3% | 0.06% | -58.1% |
| Q4 2019 | $2,832,000 | -1.8% | 61,618 | +0.7% | 0.16% | -34.0% |
| Q3 2019 | $2,885,000 | +158.3% | 61,163 | +143.4% | 0.24% | +173.3% |
| Q2 2019 | $1,117,000 | – | 25,129 | – | 0.09% | – |
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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% |