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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $54,713 | +0.3% | 2,801 | +0.1% | 0.01% | -8.3% |
| Q1 2023 | $54,547 | +1.2% | 2,797 | +0.1% | 0.01% | -7.7% |
| Q4 2022 | $53,905 | +3.7% | 2,794 | +0.1% | 0.01% | -7.1% |
| Q3 2022 | $52,000 | -11.9% | 2,791 | +0.1% | 0.01% | -12.5% |
| Q2 2022 | $59,000 | -14.5% | 2,788 | +0.2% | 0.02% | -5.9% |
| Q1 2022 | $69,000 | -5.5% | 2,783 | +99.9% | 0.02% | -5.6% |
| Q4 2021 | $73,000 | +49.0% | 1,392 | +0.8% | 0.02% | -48.6% |
| Q3 2021 | $49,000 | -23.4% | 1,381 | -0.4% | 0.04% | +94.4% |
| Q2 2021 | $64,000 | +12.3% | 1,387 | +0.1% | 0.02% | -18.2% |
| Q1 2021 | $57,000 | +7.5% | 1,386 | +0.1% | 0.02% | -33.3% |
| Q4 2020 | $53,000 | +8.2% | 1,384 | +0.2% | 0.03% | -5.7% |
| Q3 2020 | $49,000 | 0.0% | 1,381 | +0.2% | 0.04% | -12.5% |
| Q2 2020 | $49,000 | +4.3% | 1,378 | -3.7% | 0.04% | -16.7% |
| Q1 2020 | $47,000 | – | 1,431 | – | 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% |