SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,867 | -9.1% | 1,908 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $37,263 | +1.2% | 1,908 | +1.1% | 0.01% | 0.0% |
| Q1 2023 | $36,816 | +1.1% | 1,888 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $36,420 | +7.1% | 1,888 | +2.7% | 0.01% | -14.3% |
| Q3 2022 | $34,000 | -95.1% | 1,838 | -94.4% | 0.01% | -94.7% |
| Q2 2022 | $690,000 | -14.2% | 32,740 | +1.4% | 0.13% | -10.2% |
| Q1 2022 | $804,000 | +2015.8% | 32,288 | +4422.1% | 0.15% | +2000.0% |
| Q4 2021 | $38,000 | +18.8% | 714 | +2.9% | 0.01% | 0.0% |
| Q3 2021 | $32,000 | 0.0% | 694 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $32,000 | +23.1% | 692 | +9.5% | 0.01% | +16.7% |
| Q1 2021 | $26,000 | +13.0% | 632 | +5.0% | 0.01% | 0.0% |
| Q4 2020 | $23,000 | +9.5% | 602 | +1.3% | 0.01% | 0.0% |
| Q3 2020 | $21,000 | +5.0% | 594 | +2.1% | 0.01% | -14.3% |
| Q2 2020 | $20,000 | +5.3% | 582 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $19,000 | -83.5% | 582 | -76.9% | 0.01% | -86.2% |
| Q4 2019 | $115,000 | – | 2,519 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 1,384,351 | $48,964,000 | 14.38% |
| Moisand Fitzgerald Tamayo, LLC | 309,625 | $10,951,000 | 5.67% |
| Strategic Financial Planning, Inc. | 148,447 | $5,253,000 | 5.46% |
| Aurora Investment Managers, LLC. | 162,558 | $5,750,000 | 5.20% |
| Omega Financial Group, LLC | 210,355 | $7,440,000 | 4.53% |
| Northwest Quadrant Wealth Management, LLC | 238,689 | $8,421,000 | 3.34% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 912,383 | $32,271,000 | 2.81% |
| Courage Miller Partners, LLC | 144,223 | $5,080,000 | 2.73% |
| BlueSky Wealth Advisors, LLC | 256,528 | $9,409,000 | 2.46% |
| Adams Chetwood Wealth Management LLC | 70,441 | $2,491,000 | 2.40% |