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 2022 | $6,791,000 | -62.2% | 322 | -55.4% | 0.00% | -60.0% |
| Q1 2022 | $17,971,000 | -44.6% | 722 | +17.2% | 0.01% | -44.4% |
| Q4 2021 | $32,457,000 | +5.1% | 616 | -8.9% | 0.02% | -5.3% |
| Q3 2021 | $30,880,000 | -52.2% | 676 | -52.1% | 0.02% | -52.5% |
| Q2 2021 | $64,655,000 | -15.9% | 1,412 | -24.5% | 0.04% | -24.5% |
| Q1 2021 | $76,838,000 | -68.8% | 1,870 | -71.2% | 0.05% | -73.1% |
| Q4 2020 | $246,615,000 | -40.7% | 6,495 | -44.8% | 0.20% | -49.6% |
| Q3 2020 | $415,951,000 | – | 11,760 | – | 0.39% | – |
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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% |