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 | $858,550 | -17.0% | 48,369 | -8.7% | 0.36% | -13.5% |
| Q2 2023 | $1,034,563 | -6.7% | 52,973 | -6.8% | 0.42% | -12.1% |
| Q1 2023 | $1,108,809 | -4.5% | 56,862 | -5.6% | 0.47% | -10.6% |
| Q4 2022 | $1,161,451 | -2.6% | 60,210 | -5.6% | 0.53% | -7.2% |
| Q3 2022 | $1,192,000 | -38.2% | 63,771 | -30.3% | 0.57% | -38.6% |
| Q2 2022 | $1,929,000 | -40.4% | 91,482 | -29.6% | 0.93% | -32.4% |
| Q1 2022 | $3,234,000 | -18.3% | 129,924 | +73.1% | 1.37% | -16.8% |
| Q4 2021 | $3,956,000 | +15.9% | 75,074 | +0.4% | 1.65% | +5.2% |
| Q3 2021 | $3,414,000 | -0.4% | 74,748 | -0.1% | 1.56% | -2.6% |
| Q2 2021 | $3,426,000 | +21.0% | 74,825 | +8.6% | 1.61% | +7.2% |
| Q1 2021 | $2,831,000 | +20.7% | 68,908 | +11.6% | 1.50% | +12.0% |
| Q4 2020 | $2,345,000 | +12.3% | 61,760 | +4.6% | 1.34% | +2.5% |
| Q3 2020 | $2,089,000 | +5.9% | 59,061 | +5.5% | 1.30% | -2.2% |
| Q2 2020 | $1,972,000 | +14.5% | 55,981 | +6.4% | 1.33% | -4.1% |
| Q1 2020 | $1,722,000 | -35.4% | 52,602 | -9.4% | 1.39% | -25.1% |
| Q4 2019 | $2,667,000 | -1.1% | 58,028 | +1.5% | 1.86% | -7.8% |
| Q3 2019 | $2,696,000 | +5.7% | 57,156 | -0.4% | 2.01% | +2.7% |
| Q2 2019 | $2,551,000 | +6.1% | 57,413 | +6.1% | 1.96% | +2.2% |
| Q1 2019 | $2,405,000 | +21.6% | 54,132 | +5.4% | 1.92% | +12.3% |
| Q4 2018 | $1,977,000 | +1.5% | 51,342 | +10.0% | 1.71% | +4.0% |
| Q3 2018 | $1,948,000 | +8.3% | 46,670 | +8.4% | 1.64% | -1.7% |
| Q2 2018 | $1,799,000 | +11.9% | 43,050 | +2.4% | 1.67% | +4.0% |
| Q1 2018 | $1,608,000 | +11.7% | 42,041 | +21.6% | 1.61% | +8.9% |
| Q4 2017 | $1,439,000 | – | 34,578 | – | 1.48% | – |
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% |