SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,993,000 | -45.1% | 108,654 | -43.7% | 0.04% | -47.8% |
| Q3 2019 | $9,098,000 | +93.4% | 192,885 | +82.2% | 0.07% | +86.1% |
| Q2 2019 | $4,705,000 | +23.2% | 105,849 | +23.1% | 0.04% | +16.1% |
| Q1 2019 | $3,820,000 | +421.9% | 86,005 | +351.8% | 0.03% | +342.9% |
| Q4 2018 | $732,000 | -87.5% | 19,036 | -86.4% | 0.01% | -88.1% |
| Q3 2018 | $5,862,000 | +149.4% | 140,469 | +149.6% | 0.06% | +84.4% |
| Q2 2018 | $2,350,000 | +11.9% | 56,276 | +2.4% | 0.03% | +10.3% |
| Q1 2018 | $2,101,000 | +7.2% | 54,939 | +16.7% | 0.03% | +11.5% |
| Q4 2017 | $1,959,000 | +13.9% | 47,084 | +12.6% | 0.03% | -3.7% |
| Q3 2017 | $1,720,000 | +10.2% | 41,814 | +10.3% | 0.03% | 0.0% |
| Q2 2017 | $1,561,000 | -8.6% | 37,906 | -9.5% | 0.03% | -20.6% |
| Q1 2017 | $1,707,000 | +45.9% | 41,864 | +46.7% | 0.03% | +30.8% |
| Q4 2016 | $1,170,000 | -34.2% | 28,539 | -31.6% | 0.03% | -39.5% |
| Q3 2016 | $1,779,000 | +708.6% | 41,731 | +715.9% | 0.04% | +616.7% |
| Q2 2016 | $220,000 | – | 5,115 | – | 0.01% | – |
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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% |