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 2022 | $11,107,000 | -11.6% | 594,270 | +1.1% | 3.64% | -6.4% |
| Q2 2022 | $12,564,000 | -13.7% | 587,920 | +2.1% | 3.89% | -2.4% |
| Q1 2022 | $14,551,000 | -0.1% | 576,045 | +108.5% | 3.99% | +2.0% |
| Q4 2021 | $14,561,000 | +24.7% | 276,344 | +9.9% | 3.91% | +16.9% |
| Q3 2021 | $11,679,000 | +1.9% | 251,428 | +1.0% | 3.35% | +1.4% |
| Q2 2021 | $11,463,000 | +12.7% | 249,031 | +0.6% | 3.30% | +5.1% |
| Q1 2021 | $10,168,000 | +10.2% | 247,464 | +0.7% | 3.14% | +0.7% |
| Q4 2020 | $9,227,000 | +9.6% | 245,729 | +2.9% | 3.12% | -6.5% |
| Q3 2020 | $8,421,000 | +2.3% | 238,689 | +0.9% | 3.34% | -3.8% |
| Q2 2020 | $8,233,000 | +6.3% | 236,638 | +2.9% | 3.47% | -1.1% |
| Q1 2020 | $7,742,000 | -12.9% | 230,068 | +18.1% | 3.51% | -4.3% |
| Q4 2019 | $8,892,000 | -9.6% | 194,869 | -4.8% | 3.67% | -13.1% |
| Q3 2019 | $9,835,000 | +15.9% | 204,733 | +6.5% | 4.22% | +8.8% |
| Q2 2019 | $8,484,000 | +0.9% | 192,162 | +1.7% | 3.88% | -1.3% |
| Q1 2019 | $8,409,000 | +7.5% | 189,011 | +1.1% | 3.93% | +0.5% |
| Q4 2018 | $7,822,000 | +5.2% | 186,910 | +5.2% | 3.91% | -14.4% |
| Q3 2018 | $7,435,000 | +8.5% | 177,749 | +8.3% | 4.57% | -0.3% |
| Q2 2018 | $6,855,000 | +32.4% | 164,078 | +21.2% | 4.58% | +36.3% |
| Q1 2018 | $5,179,000 | +8.5% | 135,391 | +6.5% | 3.36% | +2.0% |
| Q4 2017 | $4,774,000 | -0.5% | 127,138 | +12.0% | 3.30% | -8.1% |
| Q3 2017 | $4,798,000 | +16.8% | 113,486 | +13.9% | 3.59% | +2.0% |
| Q2 2017 | $4,108,000 | +16.2% | 99,598 | +13.7% | 3.52% | +4.1% |
| Q1 2017 | $3,534,000 | +7.3% | 87,595 | +8.4% | 3.38% | -3.3% |
| Q4 2016 | $3,294,000 | – | 80,832 | – | 3.49% | – |
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% |