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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $27,000 | +12.5% | 596 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $24,000 | +9.1% | 594 | +0.5% | 0.01% | +14.3% |
| Q4 2020 | $22,000 | +10.0% | 591 | +1.0% | 0.01% | 0.0% |
| Q3 2020 | $20,000 | 0.0% | 585 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $20,000 | +11.1% | 581 | +0.7% | 0.01% | 0.0% |
| Q1 2020 | $18,000 | -30.8% | 577 | +0.3% | 0.01% | -22.2% |
| Q4 2019 | $26,000 | -21.2% | 575 | -17.9% | 0.01% | -25.0% |
| Q3 2019 | $33,000 | +560.0% | 700 | +418.5% | 0.01% | +300.0% |
| Q3 2016 | $5,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | +150.0% | 135 | +200.0% | 0.00% | +200.0% |
| Q1 2015 | $2,000 | -88.9% | 45 | -90.2% | 0.00% | -87.5% |
| Q4 2014 | $18,000 | +12.5% | 458 | 0.0% | 0.01% | -20.0% |
| Q3 2014 | $16,000 | -38.5% | 458 | -37.9% | 0.01% | -66.7% |
| Q2 2014 | $26,000 | – | 737 | – | 0.03% | – |
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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% |