SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $6,125,000 | +9.5% | 173,905 | +1.8% | 1.76% | -12.5% |
| Q1 2020 | $5,592,000 | -42.9% | 170,791 | -19.8% | 2.01% | -33.2% |
| Q4 2019 | $9,790,000 | +0.3% | 213,015 | +3.0% | 3.00% | -8.5% |
| Q3 2019 | $9,760,000 | -9.7% | 206,903 | -14.9% | 3.28% | -16.0% |
| Q2 2019 | $10,808,000 | +20.1% | 243,198 | +20.0% | 3.91% | +14.0% |
| Q1 2019 | $9,001,000 | – | 202,591 | – | 3.43% | – |
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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% |