SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 2.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,036,000 | +65.0% | 31,632 | +131.4% | 0.64% | +274.1% |
| Q4 2019 | $628,000 | -34.5% | 13,670 | -36.7% | 0.17% | -43.9% |
| Q1 2019 | $959,000 | -49.5% | 21,587 | -52.6% | 0.30% | -64.4% |
| Q3 2018 | $1,900,000 | -11.3% | 45,546 | -11.1% | 0.85% | -11.0% |
| Q2 2018 | $2,141,000 | +62.0% | 51,248 | +61.3% | 0.96% | +70.4% |
| Q4 2017 | $1,322,000 | +262.2% | 31,772 | +271.6% | 0.56% | +228.1% |
| Q3 2016 | $365,000 | +12.7% | 8,551 | +14.6% | 0.17% | -9.0% |
| Q2 2016 | $324,000 | +58.8% | 7,461 | +51.4% | 0.19% | +86.1% |
| Q1 2016 | $204,000 | +106.1% | 4,927 | +95.6% | 0.10% | +87.0% |
| Q4 2015 | $99,000 | -99.8% | 2,519 | +57.4% | 0.05% | +58.8% |
| Q1 2015 | $64,880,000 | -58.3% | 1,600 | -59.9% | 0.03% | -53.4% |
| Q4 2014 | $155,449,000 | +165.2% | 3,991 | +131.9% | 0.07% | +92.1% |
| Q3 2014 | $58,617,000 | +118.9% | 1,721 | +127.3% | 0.04% | +171.4% |
| Q2 2014 | $26,775,000 | – | 757 | – | 0.01% | – |
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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% |