SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,273,735 | -2.7% | 128,098 | +7.0% | 0.84% | -0.2% |
| Q2 2023 | $2,337,239 | -5.0% | 119,674 | -5.2% | 0.84% | -8.0% |
| Q1 2023 | $2,461,031 | +102915.1% | 126,207 | +1.9% | 0.92% | -19.2% |
| Q4 2022 | $2,389 | -99.9% | 123,870 | +1.7% | 1.13% | +7.5% |
| Q3 2022 | $2,276,000 | -13.7% | 121,779 | +75.4% | 1.05% | -10.3% |
| Q4 2020 | $2,636,000 | +6.3% | 69,423 | -0.9% | 1.18% | -5.4% |
| Q3 2020 | $2,479,000 | +10.2% | 70,083 | +2.0% | 1.24% | -22.8% |
| Q1 2020 | $2,250,000 | -28.3% | 68,724 | +2.5% | 1.61% | -13.4% |
| Q3 2019 | $3,137,000 | +13.4% | 67,078 | +10.0% | 1.86% | +5.6% |
| Q2 2019 | $2,767,000 | +1097.8% | 60,965 | +916.3% | 1.76% | +904.6% |
| Q4 2018 | $231,000 | +43.5% | 5,999 | +40.6% | 0.18% | +47.1% |
| Q1 2018 | $161,000 | – | 4,266 | +426500.0% | 0.12% | – |
| Q4 2017 | $0 | – | 1 | – | 0.00% | – |
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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% |