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 | $205,000 | -7.2% | 10,994 | +4.8% | 0.02% | 0.0% |
| Q2 2022 | $221,000 | -15.3% | 10,490 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $261,000 | -3.3% | 10,490 | +104.4% | 0.02% | -4.3% |
| Q4 2021 | $270,000 | +23.9% | 5,132 | +7.4% | 0.02% | -8.0% |
| Q3 2021 | $218,000 | 0.0% | 4,777 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $218,000 | -33.9% | 4,777 | -40.6% | 0.03% | -50.9% |
| Q1 2021 | $330,000 | -42.7% | 8,042 | -46.8% | 0.05% | -55.8% |
| Q4 2020 | $576,000 | -42.1% | 15,129 | -46.2% | 0.12% | -50.8% |
| Q3 2020 | $994,000 | -72.1% | 28,103 | -72.2% | 0.24% | -76.2% |
| Q2 2020 | $3,557,000 | – | 101,000 | – | 1.03% | – |
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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% |