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 | $1,000 | -98.0% | 11 | -99.0% | 0.00% | -95.7% |
| Q3 2021 | $51,000 | -5.6% | 1,117 | -5.0% | 0.02% | -4.2% |
| Q2 2021 | $54,000 | -5.3% | 1,176 | -14.5% | 0.02% | 0.0% |
| Q1 2021 | $57,000 | +18.8% | 1,376 | +8.0% | 0.02% | +9.1% |
| Q4 2020 | $48,000 | +6.7% | 1,274 | +1.0% | 0.02% | -15.4% |
| Q3 2020 | $45,000 | +2.3% | 1,262 | +1.9% | 0.03% | -7.1% |
| Q2 2020 | $44,000 | +7.3% | 1,239 | 0.0% | 0.03% | -6.7% |
| Q1 2020 | $41,000 | -57.3% | 1,239 | -40.8% | 0.03% | -34.8% |
| Q4 2019 | $96,000 | -52.7% | 2,092 | -57.6% | 0.05% | -73.4% |
| Q4 2016 | $203,000 | -13.6% | 4,939 | -10.3% | 0.17% | -13.1% |
| Q3 2016 | $235,000 | -82.6% | 5,505 | -82.3% | 0.20% | -75.5% |
| Q2 2016 | $1,348,000 | -3.1% | 31,022 | -7.7% | 0.81% | -9.4% |
| Q1 2016 | $1,391,000 | +34.7% | 33,611 | +32.0% | 0.90% | +42.7% |
| Q1 2015 | $1,033,000 | +44.7% | 25,472 | +38.9% | 0.63% | +15.9% |
| Q4 2014 | $714,000 | – | 18,336 | – | 0.54% | – |
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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% |