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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $722,051 | -2.1% | 40,679 | +7.7% | 0.03% | +4.0% |
Q2 2023 | $737,336 | +9.0% | 37,754 | +8.8% | 0.02% | +4.2% |
Q1 2023 | $676,568 | +40.1% | 34,696 | +38.6% | 0.02% | 0.0% |
Q4 2022 | $482,834 | +0.2% | 25,030 | -2.9% | 0.02% | -14.3% |
Q3 2022 | $482,000 | -6.2% | 25,768 | +5.8% | 0.03% | -3.4% |
Q2 2022 | $514,000 | -41.3% | 24,364 | -30.8% | 0.03% | -34.1% |
Q1 2022 | $876,000 | -11.4% | 35,210 | +87.6% | 0.04% | -8.3% |
Q4 2021 | $989,000 | +38.9% | 18,773 | +20.4% | 0.05% | +26.3% |
Q3 2021 | $712,000 | +30.4% | 15,591 | +30.7% | 0.04% | +31.0% |
Q2 2021 | $546,000 | -4.2% | 11,925 | -14.0% | 0.03% | -19.4% |
Q1 2021 | $570,000 | +11.1% | 13,862 | +3.0% | 0.04% | 0.0% |
Q4 2020 | $513,000 | – | 13,461 | – | 0.04% | – |
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% |