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 2020 | $728,000 | -29.6% | 19,163 | -34.5% | 0.58% | -37.6% |
| Q3 2020 | $1,034,000 | +102.0% | 29,245 | +101.2% | 0.94% | +44.2% |
| Q2 2020 | $512,000 | -50.5% | 14,538 | -54.0% | 0.65% | -51.7% |
| Q1 2020 | $1,034,000 | -23.8% | 31,595 | +7.0% | 1.34% | -8.3% |
| Q4 2019 | $1,357,000 | -0.5% | 29,519 | +2.1% | 1.47% | -5.3% |
| Q3 2019 | $1,364,000 | +1.3% | 28,917 | -4.6% | 1.55% | +1.9% |
| Q2 2019 | $1,347,000 | -4.7% | 30,316 | -4.6% | 1.52% | -7.1% |
| Q1 2019 | $1,413,000 | -29.7% | 31,792 | -39.1% | 1.64% | -32.7% |
| Q4 2018 | $2,011,000 | – | 52,221 | – | 2.43% | – |
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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% |