SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,365 | -23.1% | 13,260 | -15.4% | 0.00% | -20.0% |
| Q2 2023 | $306,180 | +41.8% | 15,677 | +80.5% | 0.01% | 0.0% |
| Q1 2022 | $216,000 | -0.9% | 8,687 | +51.4% | 0.01% | -50.0% |
| Q4 2020 | $218,000 | -9.5% | 5,736 | -15.9% | 0.01% | -23.1% |
| Q3 2020 | $241,000 | +0.4% | 6,820 | +0.1% | 0.01% | -7.1% |
| Q2 2020 | $240,000 | +7.6% | 6,815 | +0.1% | 0.01% | -12.5% |
| Q1 2020 | $223,000 | -20.9% | 6,810 | +11.1% | 0.02% | -11.1% |
| Q4 2019 | $282,000 | -20.6% | 6,128 | -18.7% | 0.02% | -30.8% |
| Q3 2019 | $355,000 | +31.0% | 7,536 | +23.4% | 0.03% | +30.0% |
| Q2 2019 | $271,000 | 0.0% | 6,109 | 0.0% | 0.02% | -9.1% |
| Q1 2019 | $271,000 | +30.3% | 6,109 | +13.2% | 0.02% | -8.3% |
| Q4 2018 | $208,000 | -10.0% | 5,395 | -2.5% | 0.02% | +4.3% |
| Q3 2018 | $231,000 | +2.7% | 5,533 | +2.6% | 0.02% | -4.2% |
| Q2 2018 | $225,000 | – | 5,395 | – | 0.02% | – |
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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% |