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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $284,364 | -43.9% | 14,742 | -47.2% | 0.03% | -46.9% |
| Q3 2022 | $507,000 | +5.0% | 27,922 | +21.8% | 0.06% | -5.9% |
| Q2 2022 | $483,000 | -15.7% | 22,923 | -0.5% | 0.07% | -19.0% |
| Q1 2022 | $573,000 | -7.0% | 23,031 | +96.9% | 0.08% | -16.8% |
| Q4 2021 | $616,000 | +13.2% | 11,698 | -1.8% | 0.10% | +3.1% |
| Q3 2021 | $544,000 | +1.7% | 11,908 | +2.0% | 0.10% | -21.0% |
| Q2 2021 | $535,000 | +9.6% | 11,673 | -1.8% | 0.12% | -43.1% |
| Q1 2021 | $488,000 | +4.1% | 11,888 | -3.8% | 0.22% | -45.8% |
| Q4 2020 | $469,000 | +7.3% | 12,357 | +0.0% | 0.40% | +14.9% |
| Q3 2020 | $437,000 | +56.6% | 12,353 | +56.1% | 0.35% | +20.7% |
| Q2 2020 | $279,000 | -5.4% | 7,912 | -12.1% | 0.29% | -40.6% |
| Q1 2020 | $295,000 | -27.0% | 9,002 | +2.4% | 0.49% | +7.7% |
| Q4 2019 | $404,000 | – | 8,791 | – | 0.45% | – |
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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% |