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 | $3,550 | -9.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,906 | +0.2% | 200 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $3,900 | +2.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,820 | -4.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 200 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | +50.0% |
| Q1 2021 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $3,000 | – | 100 | – | 0.00% | – |
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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% |