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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $477,000 | +59.0% | 12,555 | +47.6% | 0.01% | +16.7% |
| Q2 2020 | $300,000 | -51.6% | 8,507 | -36.9% | 0.01% | -68.4% |
| Q4 2019 | $620,000 | 0.0% | 13,490 | +2.7% | 0.02% | -24.0% |
| Q3 2019 | $620,000 | +16.5% | 13,133 | +9.8% | 0.02% | +8.7% |
| Q2 2019 | $532,000 | -19.4% | 11,961 | -19.5% | 0.02% | -41.0% |
| Q1 2019 | $660,000 | -9.8% | 14,854 | -15.3% | 0.04% | -7.1% |
| Q3 2018 | $732,000 | -0.1% | 17,547 | +0.0% | 0.04% | -20.8% |
| Q2 2018 | $733,000 | +69.3% | 17,541 | +55.0% | 0.05% | +43.2% |
| Q1 2018 | $433,000 | -0.9% | 11,317 | +7.9% | 0.04% | -11.9% |
| Q4 2017 | $437,000 | -53.3% | 10,488 | -55.6% | 0.04% | -62.2% |
| Q4 2015 | $936,000 | – | 23,615 | – | 0.11% | – |
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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% |