SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,767 | -19.2% | 381 | -11.2% | 0.00% | 0.0% |
Q2 2023 | $8,375 | +1.1% | 429 | +0.9% | 0.00% | 0.0% |
Q1 2023 | $8,281 | +48611.8% | 425 | -51.4% | 0.00% | -66.7% |
Q4 2022 | $17 | -99.8% | 874 | +100.0% | 0.01% | +100.0% |
Q3 2022 | $8,000 | -11.1% | 437 | +0.7% | 0.00% | 0.0% |
Q2 2022 | $9,000 | -18.2% | 434 | +0.7% | 0.00% | 0.0% |
Q1 2022 | $11,000 | 0.0% | 431 | +98.6% | 0.00% | 0.0% |
Q4 2021 | $11,000 | +10.0% | 217 | +0.9% | 0.00% | 0.0% |
Q3 2021 | $10,000 | 0.0% | 215 | +0.5% | 0.00% | 0.0% |
Q2 2021 | $10,000 | +11.1% | 214 | +0.5% | 0.00% | 0.0% |
Q1 2021 | $9,000 | +12.5% | 213 | +0.5% | 0.00% | 0.0% |
Q4 2020 | $8,000 | -80.5% | 212 | -81.9% | 0.00% | -82.4% |
Q3 2020 | $41,000 | -14.6% | 1,169 | -15.9% | 0.02% | +13.3% |
Q2 2020 | $48,000 | -21.3% | 1,390 | -25.3% | 0.02% | -44.4% |
Q1 2020 | $61,000 | -74.4% | 1,861 | -64.0% | 0.03% | -71.9% |
Q4 2019 | $238,000 | +2.6% | 5,169 | +4.1% | 0.10% | -27.3% |
Q3 2019 | $232,000 | +52.6% | 4,964 | +45.5% | 0.13% | +45.1% |
Q2 2019 | $152,000 | -13.1% | 3,412 | -13.8% | 0.09% | -24.2% |
Q1 2019 | $175,000 | +10.8% | 3,957 | -3.3% | 0.12% | -13.7% |
Q4 2018 | $158,000 | – | 4,094 | – | 0.14% | – |
Download |
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% |