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 | $746,512 | -11.9% | 42,057 | -3.1% | 0.38% | -10.8% |
| Q2 2023 | $847,758 | -16.6% | 43,408 | -16.7% | 0.43% | -20.9% |
| Q1 2023 | $1,016,009 | +96662.8% | 52,103 | -4.3% | 0.54% | -8.5% |
| Q4 2022 | $1,050 | -99.9% | 54,435 | -4.0% | 0.59% | -5.8% |
| Q3 2022 | $1,060,000 | -14.4% | 56,694 | -3.5% | 0.63% | -11.5% |
| Q2 2022 | $1,239,000 | -20.6% | 58,763 | -6.3% | 0.71% | -7.3% |
| Q1 2022 | $1,561,000 | -9.1% | 62,714 | +92.5% | 0.76% | -8.1% |
| Q4 2021 | $1,717,000 | +14.1% | 32,584 | -1.1% | 0.83% | +4.1% |
| Q3 2021 | $1,505,000 | -2.3% | 32,947 | -2.1% | 0.80% | -2.3% |
| Q2 2021 | $1,541,000 | +5.5% | 33,655 | -5.3% | 0.82% | -3.0% |
| Q1 2021 | $1,460,000 | +1.7% | 35,543 | -6.0% | 0.84% | -10.8% |
| Q4 2020 | $1,436,000 | +3.6% | 37,810 | -3.5% | 0.94% | -9.2% |
| Q3 2020 | $1,386,000 | -1.8% | 39,197 | -2.2% | 1.04% | -12.8% |
| Q2 2020 | $1,412,000 | +11.4% | 40,080 | +3.6% | 1.19% | -14.5% |
| Q1 2020 | $1,267,000 | -28.1% | 38,699 | +0.9% | 1.39% | -11.9% |
| Q4 2019 | $1,763,000 | – | 38,363 | – | 1.58% | – |
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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% |