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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $819 | -91.9% | 42 | -92.0% | 0.00% | -100.0% |
| Q4 2022 | $10,069 | -96.1% | 522 | -96.2% | 0.01% | -95.2% |
| Q3 2022 | $257,000 | -97.2% | 13,764 | -96.9% | 0.10% | -97.0% |
| Q2 2022 | $9,295,000 | -76.0% | 440,753 | -71.7% | 3.47% | -44.8% |
| Q1 2022 | $38,776,000 | +332.8% | 1,557,898 | +816.1% | 6.29% | +357.6% |
| Q4 2021 | $8,960,000 | -72.8% | 170,060 | -76.4% | 1.37% | -75.5% |
| Q3 2021 | $32,959,000 | +3295800.0% | 721,510 | +3607450.0% | 5.60% | – |
| Q2 2021 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | -66.7% | 20 | -77.8% | 0.00% | -100.0% |
| Q2 2020 | $3,000 | -98.4% | 90 | -98.4% | 0.00% | -98.3% |
| Q1 2020 | $184,000 | -82.3% | 5,618 | -75.2% | 0.06% | -82.2% |
| Q4 2019 | $1,040,000 | -1.8% | 22,620 | +0.8% | 0.33% | -22.4% |
| Q3 2019 | $1,059,000 | -82.5% | 22,451 | -83.5% | 0.42% | -83.0% |
| Q2 2019 | $6,056,000 | +496.1% | 136,268 | +495.7% | 2.47% | +564.8% |
| Q1 2019 | $1,016,000 | +14.9% | 22,876 | -0.4% | 0.37% | -14.5% |
| Q4 2018 | $884,000 | -18.8% | 22,960 | -12.0% | 0.44% | +4.1% |
| Q3 2018 | $1,089,000 | -6.2% | 26,100 | -6.1% | 0.42% | -14.2% |
| Q2 2018 | $1,161,000 | -0.7% | 27,799 | -9.0% | 0.49% | -7.1% |
| Q1 2018 | $1,169,000 | -14.2% | 30,562 | -6.6% | 0.52% | -21.2% |
| Q4 2017 | $1,362,000 | -75.3% | 32,731 | -75.6% | 0.66% | -76.4% |
| Q3 2017 | $5,510,000 | -3.5% | 133,972 | -3.3% | 2.81% | -6.4% |
| Q2 2017 | $5,710,000 | +1.1% | 138,559 | +0.0% | 3.00% | -15.5% |
| Q1 2017 | $5,649,000 | -1.6% | 138,516 | -1.0% | 3.56% | -6.0% |
| Q4 2016 | $5,742,000 | -69.6% | 139,920 | -68.4% | 3.79% | -71.4% |
| Q3 2016 | $18,869,000 | -1.5% | 442,424 | +0.3% | 13.23% | -3.7% |
| Q2 2016 | $19,166,000 | +8.4% | 441,202 | +3.3% | 13.73% | +14.0% |
| Q1 2016 | $17,681,000 | +30.4% | 427,066 | +24.9% | 12.04% | +23.0% |
| Q4 2015 | $13,554,000 | +180.2% | 341,925 | +162.9% | 9.79% | +158.9% |
| Q3 2015 | $4,837,000 | +4.4% | 130,069 | +1.9% | 3.78% | +16.3% |
| Q2 2015 | $4,634,000 | -8.8% | 127,588 | +1.9% | 3.25% | -13.6% |
| Q1 2015 | $5,080,000 | -64.9% | 125,265 | -66.3% | 3.76% | -64.0% |
| Q4 2014 | $14,459,000 | +13.7% | 371,217 | -0.6% | 10.45% | +8.4% |
| Q3 2014 | $12,715,000 | -2.5% | 373,302 | +1.3% | 9.64% | -2.8% |
| Q2 2014 | $13,035,000 | +251.4% | 368,543 | +229.0% | 9.92% | +226.5% |
| Q1 2014 | $3,709,000 | +17561.9% | 112,032 | +15768.6% | 3.04% | +17770.6% |
| Q4 2013 | $21,000 | – | 706 | – | 0.02% | – |
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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% |