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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $965,601 | -15.2% | 49,518 | -16.1% | 0.37% | -22.9% |
| Q4 2022 | $1,139,075 | +69.0% | 59,050 | +63.8% | 0.48% | +59.8% |
| Q3 2022 | $674,000 | -47.1% | 36,060 | -40.3% | 0.30% | -45.5% |
| Q2 2022 | $1,274,000 | +6.8% | 60,428 | +26.1% | 0.55% | +26.9% |
| Q1 2022 | $1,193,000 | -1.0% | 47,938 | +100.0% | 0.44% | +5.3% |
| Q4 2021 | $1,205,000 | +9.7% | 23,969 | -0.2% | 0.41% | +1.7% |
| Q3 2021 | $1,098,000 | -0.2% | 24,026 | -0.0% | 0.41% | -2.9% |
| Q2 2021 | $1,100,000 | +8.8% | 24,030 | -0.1% | 0.42% | +0.5% |
| Q1 2021 | $1,011,000 | +10.4% | 24,053 | 0.0% | 0.42% | +5.3% |
| Q4 2020 | $916,000 | +2.9% | 24,053 | -4.4% | 0.40% | -13.9% |
| Q3 2020 | $890,000 | -11.0% | 25,169 | -9.6% | 0.46% | -16.7% |
| Q2 2020 | $1,000,000 | – | 27,829 | – | 0.55% | – |
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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% |