SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $214,000 | -2.3% | 8,607 | +107.3% | 0.03% | +7.4% |
| Q4 2021 | $219,000 | +7.4% | 4,152 | -28.0% | 0.03% | -18.2% |
| Q3 2020 | $204,000 | -11.3% | 5,763 | -11.7% | 0.03% | -19.5% |
| Q2 2020 | $230,000 | -0.4% | 6,523 | -7.6% | 0.04% | -16.3% |
| Q1 2020 | $231,000 | -32.1% | 7,056 | -4.5% | 0.05% | -15.5% |
| Q4 2019 | $340,000 | -12.6% | 7,391 | -10.4% | 0.06% | -18.3% |
| Q3 2019 | $389,000 | +6.9% | 8,246 | +0.7% | 0.07% | +1.4% |
| Q2 2019 | $364,000 | -1.1% | 8,185 | -1.3% | 0.07% | -18.6% |
| Q1 2019 | $368,000 | +12.9% | 8,291 | -2.2% | 0.09% | -18.1% |
| Q4 2018 | $326,000 | -7.9% | 8,476 | 0.0% | 0.10% | +18.0% |
| Q3 2018 | $354,000 | -3.8% | 8,476 | -3.8% | 0.09% | -7.3% |
| Q2 2018 | $368,000 | +0.8% | 8,811 | -7.6% | 0.10% | 0.0% |
| Q1 2018 | $365,000 | -9.4% | 9,535 | -1.6% | 0.10% | -9.4% |
| Q4 2017 | $403,000 | -4.3% | 9,690 | -5.3% | 0.11% | -5.4% |
| Q3 2017 | $421,000 | 0.0% | 10,230 | +0.1% | 0.11% | -5.1% |
| Q2 2017 | $421,000 | +1.0% | 10,218 | 0.0% | 0.12% | +2.6% |
| Q1 2017 | $417,000 | 0.0% | 10,218 | +0.5% | 0.12% | -9.4% |
| Q4 2016 | $417,000 | – | 10,170 | – | 0.13% | – |
Download | ||||||
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% |