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 2023 | $308,797 | -12.4% | 17,397 | -3.6% | 0.10% | +47.8% |
| Q2 2023 | $352,360 | -14.7% | 18,042 | -14.9% | 0.07% | -17.9% |
| Q1 2023 | $413,250 | +0.8% | 21,192 | -0.3% | 0.08% | -4.5% |
| Q4 2022 | $409,851 | +2.2% | 21,247 | -1.0% | 0.09% | -6.4% |
| Q3 2022 | $401,000 | -7.8% | 21,457 | +4.2% | 0.09% | +5.6% |
| Q2 2022 | $435,000 | -16.2% | 20,602 | -1.2% | 0.09% | +2.3% |
| Q1 2022 | $519,000 | -5.5% | 20,844 | +100.0% | 0.09% | -1.1% |
| Q4 2021 | $549,000 | +150.7% | 10,421 | +80.9% | 0.09% | +91.3% |
| Q4 2020 | $219,000 | – | 5,760 | – | 0.05% | – |
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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% |