SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 363 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 1.26 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $5,146,000 | -99.8% | 123,038 | +82.4% | 1.14% | +84.0% |
| Q1 2020 | $2,208,484,000 | -17.6% | 67,455 | +15.7% | 0.62% | -5.1% |
| Q4 2019 | $2,678,727,000 | -1.6% | 58,284 | +1.0% | 0.65% | -19.1% |
| Q3 2019 | $2,722,803,000 | +97526.5% | 57,723 | -8.0% | 0.81% | -13.4% |
| Q2 2019 | $2,789,000 | -99.9% | 62,762 | +2.2% | 0.93% | -5.8% |
| Q1 2019 | $2,729,525,000 | +44002.8% | 61,434 | -59.4% | 0.99% | -37.2% |
| Q3 2018 | $6,189,000 | -7.5% | 151,435 | -6.3% | 1.57% | -6.3% |
| Q2 2018 | $6,690,000 | +16.5% | 161,587 | +10.4% | 1.68% | -15.7% |
| Q1 2018 | $5,743,000 | +97.4% | 146,420 | +97.6% | 1.99% | +110.6% |
| Q4 2017 | $2,910,000 | +216.0% | 74,114 | +235.4% | 0.94% | +267.7% |
| Q3 2017 | $921,000 | +124.6% | 22,100 | +123.1% | 0.26% | +116.0% |
| Q2 2017 | $410,000 | -8.7% | 9,905 | -10.0% | 0.12% | -23.2% |
| Q1 2017 | $449,000 | – | 11,000 | – | 0.16% | – |
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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% |