SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $343,000 | -69.8% | 10,469 | -57.6% | 0.09% | -58.9% |
| Q4 2019 | $1,136,000 | +35.1% | 24,719 | +38.6% | 0.21% | +15.1% |
| Q3 2019 | $841,000 | +3.8% | 17,831 | -2.1% | 0.19% | -41.1% |
| Q2 2019 | $810,000 | -0.9% | 18,217 | -1.0% | 0.32% | +3.3% |
| Q1 2019 | $817,000 | +12.8% | 18,395 | -2.1% | 0.31% | -7.0% |
| Q4 2018 | $724,000 | +170.1% | 18,794 | +192.2% | 0.33% | +191.2% |
| Q3 2018 | $268,000 | -2.5% | 6,431 | -2.1% | 0.11% | -6.6% |
| Q2 2018 | $275,000 | +6.6% | 6,572 | -2.4% | 0.12% | +6.1% |
| Q1 2018 | $258,000 | +4.5% | 6,733 | +13.6% | 0.11% | +9.6% |
| Q4 2017 | $247,000 | +10.3% | 5,927 | +9.1% | 0.10% | +3.0% |
| Q3 2017 | $224,000 | – | 5,434 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 1,384,351 | $48,964,000 | 14.38% |
| Moisand Fitzgerald Tamayo, LLC | 309,625 | $10,951,000 | 5.67% |
| Strategic Financial Planning, Inc. | 148,447 | $5,253,000 | 5.46% |
| Aurora Investment Managers, LLC. | 162,558 | $5,750,000 | 5.20% |
| Omega Financial Group, LLC | 210,355 | $7,440,000 | 4.53% |
| Northwest Quadrant Wealth Management, LLC | 238,689 | $8,421,000 | 3.34% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 912,383 | $32,271,000 | 2.81% |
| Courage Miller Partners, LLC | 144,223 | $5,080,000 | 2.73% |
| BlueSky Wealth Advisors, LLC | 256,528 | $9,409,000 | 2.46% |
| Adams Chetwood Wealth Management LLC | 70,441 | $2,491,000 | 2.40% |