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 | $1,052 | -23.9% | 59,254 | -16.4% | 0.44% | -29.9% |
| Q1 2023 | $1,383 | +21.2% | 70,900 | +19.9% | 0.62% | +30.8% |
| Q4 2022 | $1,141 | -99.9% | 59,150 | +0.0% | 0.48% | -8.1% |
| Q3 2022 | $1,105,000 | -10.9% | 59,145 | +0.6% | 0.52% | -5.6% |
| Q2 2022 | $1,240,000 | -11.2% | 58,815 | +4.9% | 0.55% | -4.7% |
| Q1 2022 | $1,396,000 | -20.3% | 56,081 | +68.6% | 0.58% | -8.1% |
| Q4 2021 | $1,752,000 | +33.4% | 33,254 | +15.7% | 0.63% | +12.9% |
| Q3 2021 | $1,313,000 | +1.2% | 28,746 | +1.4% | 0.56% | -19.3% |
| Q2 2021 | $1,298,000 | +16.3% | 28,337 | +4.3% | 0.69% | +30.2% |
| Q1 2021 | $1,116,000 | +16.5% | 27,158 | +7.6% | 0.53% | +6.6% |
| Q4 2020 | $958,000 | +17.0% | 25,240 | +9.0% | 0.50% | +7.3% |
| Q3 2020 | $819,000 | +1.5% | 23,146 | +1.0% | 0.46% | -4.1% |
| Q2 2020 | $807,000 | +11.8% | 22,921 | +3.9% | 0.48% | -4.5% |
| Q1 2020 | $722,000 | -14.8% | 22,063 | +19.8% | 0.51% | -10.3% |
| Q4 2019 | $847,000 | – | 18,422 | – | 0.56% | – |
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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% |