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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,696 | -42.4% | 138 | -42.5% | 0.00% | – |
| Q1 2023 | $4,680 | -10.8% | 240 | -11.8% | 0.00% | -100.0% |
| Q4 2022 | $5,247 | +31.2% | 272 | +13.3% | 0.00% | – |
| Q3 2022 | $4,000 | -20.0% | 240 | 0.0% | 0.00% | -100.0% |
| Q2 2022 | $5,000 | -16.7% | 240 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -14.3% | 240 | +79.1% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | -50.0% | 134 | -56.8% | 0.00% | -50.0% |
| Q3 2021 | $14,000 | +40.0% | 310 | +38.4% | 0.00% | +100.0% |
| Q2 2021 | $10,000 | -41.2% | 224 | -44.7% | 0.00% | -50.0% |
| Q1 2021 | $17,000 | -15.0% | 405 | -22.1% | 0.00% | -33.3% |
| Q4 2020 | $20,000 | +25.0% | 520 | +12.6% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | -77.1% | 462 | -76.7% | 0.00% | -75.0% |
| Q2 2020 | $70,000 | -97.2% | 1,981 | -97.4% | 0.01% | -97.6% |
| Q1 2020 | $2,465,000 | -35.8% | 75,280 | -9.9% | 0.50% | -26.1% |
| Q4 2019 | $3,838,000 | -1.6% | 83,510 | +1.0% | 0.68% | -11.4% |
| Q3 2019 | $3,902,000 | +4.7% | 82,711 | -1.4% | 0.77% | +4.6% |
| Q2 2019 | $3,727,000 | +2.9% | 83,857 | +2.9% | 0.74% | -0.4% |
| Q1 2019 | $3,621,000 | +7.8% | 81,501 | -6.6% | 0.74% | -5.9% |
| Q4 2018 | $3,360,000 | -9.6% | 87,243 | -2.0% | 0.79% | -1.8% |
| Q3 2018 | $3,715,000 | -51.1% | 89,024 | -51.0% | 0.80% | -52.9% |
| Q2 2018 | $7,591,000 | +7.3% | 181,694 | -1.7% | 1.70% | -12.2% |
| Q1 2018 | $7,072,000 | +4.2% | 184,891 | +13.4% | 1.94% | +19.7% |
| Q4 2017 | $6,785,000 | +7.8% | 163,013 | +6.6% | 1.62% | +2.7% |
| Q3 2017 | $6,292,000 | +0.3% | 152,972 | +0.5% | 1.58% | -11.6% |
| Q2 2017 | $6,273,000 | -1.2% | 152,216 | -2.2% | 1.78% | -5.5% |
| Q1 2017 | $6,348,000 | -35.6% | 155,670 | -35.2% | 1.89% | -42.6% |
| Q4 2016 | $9,860,000 | +0.6% | 240,246 | +4.5% | 3.28% | -3.2% |
| Q3 2016 | $9,804,000 | -14.2% | 229,861 | -14.0% | 3.39% | +18.9% |
| Q2 2016 | $11,423,000 | +201.0% | 267,268 | +191.6% | 2.85% | +25.2% |
| Q1 2016 | $3,795,000 | – | 91,670 | – | 2.28% | – |
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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% |