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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $820,000 | +12.8% | 15,560 | -2.3% | 0.05% | -5.3% |
| Q3 2021 | $727,000 | +149.0% | 15,921 | +149.9% | 0.06% | +147.8% |
| Q2 2021 | $292,000 | +14.5% | 6,372 | +2.7% | 0.02% | 0.0% |
| Q1 2021 | $255,000 | +41.7% | 6,203 | +30.9% | 0.02% | +35.3% |
| Q4 2020 | $180,000 | +16.1% | 4,738 | +8.3% | 0.02% | 0.0% |
| Q3 2020 | $155,000 | +15.7% | 4,375 | +7.0% | 0.02% | 0.0% |
| Q1 2020 | $134,000 | -24.7% | 4,090 | +5.7% | 0.02% | -5.6% |
| Q4 2019 | $178,000 | -48.4% | 3,870 | -47.0% | 0.02% | -51.4% |
| Q3 2019 | $345,000 | -10.4% | 7,308 | -15.6% | 0.04% | -9.8% |
| Q2 2019 | $385,000 | -23.3% | 8,657 | -23.4% | 0.04% | -67.7% |
| Q1 2019 | $502,000 | +74.3% | 11,297 | +51.3% | 0.13% | +111.7% |
| Q4 2018 | $288,000 | +19.0% | 7,468 | +28.7% | 0.06% | -35.5% |
| Q2 2018 | $242,000 | -10.7% | 5,804 | -18.1% | 0.09% | +63.2% |
| Q1 2018 | $271,000 | +1405.6% | 7,086 | +1599.3% | 0.06% | +1040.0% |
| Q3 2017 | $18,000 | -100.0% | 417 | -91.2% | 0.01% | -89.6% |
| Q2 2017 | $196,000,000 | +625.9% | 4,745 | +611.4% | 0.05% | +500.0% |
| Q1 2017 | $27,000,000 | -12.9% | 667 | -12.9% | 0.01% | +60.0% |
| Q4 2016 | $31,000,000 | +83683.8% | 766 | -11.6% | 0.01% | -28.6% |
| Q3 2016 | $37,000 | -94.7% | 867 | -94.6% | 0.01% | -96.9% |
| Q2 2016 | $702,000 | +1.9% | 16,177 | -2.9% | 0.22% | -8.2% |
| Q1 2016 | $689,000 | +158.1% | 16,657 | +147.2% | 0.24% | +145.5% |
| Q4 2015 | $267,000 | +1680.0% | 6,737 | +1515.6% | 0.10% | +1880.0% |
| Q3 2015 | $15,000 | 0.0% | 417 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $15,000 | -6.2% | 417 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $16,000 | 0.0% | 417 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $16,000 | – | 417 | – | 0.01% | – |
Download | ||||||
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% |