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 | $240,258 | -34.9% | 12,302 | -35.0% | 0.00% | -50.0% |
| Q1 2023 | $369,185 | +50.7% | 18,933 | +49.1% | 0.00% | +100.0% |
| Q4 2022 | $244,906 | -99.9% | 12,696 | -53.5% | 0.00% | -33.3% |
| Q3 2022 | $255,255,000 | +81975.6% | 27,324 | +118.7% | 0.00% | 0.0% |
| Q1 2022 | $311,000 | -15.5% | 12,492 | +79.0% | 0.00% | -25.0% |
| Q4 2021 | $368,000 | -42.4% | 6,979 | -50.1% | 0.00% | -33.3% |
| Q3 2021 | $639,000 | +177.8% | 13,983 | +178.1% | 0.01% | +100.0% |
| Q2 2021 | $230,000 | -16.4% | 5,028 | -24.7% | 0.00% | 0.0% |
| Q1 2021 | $275,000 | -76.5% | 6,681 | -78.6% | 0.00% | -78.6% |
| Q4 2020 | $1,170,000 | -99.6% | 31,160 | +22981.5% | 0.01% | +133.3% |
| Q3 2020 | $305,000,000 | – | 135 | – | 0.01% | – |
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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% |