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 | $359,204 | -68.3% | 20,236 | -65.1% | 0.00% | – |
| Q2 2023 | $1,133,579 | +1.3% | 58,043 | +1.1% | 0.00% | – |
| Q1 2023 | $1,119,573 | +123609.7% | 57,411 | +22.3% | 0.00% | – |
| Q4 2022 | $905 | -99.9% | 46,924 | -28.9% | 0.00% | – |
| Q3 2022 | $1,232,000 | +19.0% | 65,978 | +34.3% | 0.00% | – |
| Q2 2022 | $1,035,000 | -10.3% | 49,114 | +5.9% | 0.00% | – |
| Q1 2022 | $1,154,000 | -25.2% | 46,356 | +58.4% | 0.00% | – |
| Q4 2021 | $1,542,000 | +15.9% | 29,273 | +0.5% | 0.00% | – |
| Q3 2021 | $1,331,000 | +1.3% | 29,138 | +1.5% | 0.00% | – |
| Q2 2021 | $1,314,000 | +43700.0% | 28,701 | +42107.4% | 0.00% | – |
| Q1 2021 | $3,000 | -62.5% | 68 | -65.5% | 0.00% | – |
| Q4 2020 | $8,000 | -27.3% | 197 | -36.5% | 0.00% | – |
| Q3 2020 | $11,000 | -76.1% | 310 | -76.2% | 0.00% | – |
| Q2 2020 | $46,000 | -8.0% | 1,304 | -13.5% | 0.00% | – |
| Q1 2020 | $50,000 | -96.7% | 1,507 | -95.4% | 0.00% | – |
| Q4 2019 | $1,501,000 | -1.7% | 32,655 | +0.9% | 0.00% | – |
| Q3 2019 | $1,527,000 | -95.9% | 32,372 | -96.1% | 0.00% | -100.0% |
| Q2 2019 | $36,846,000 | -74.7% | 834,556 | -74.6% | 0.01% | -76.7% |
| Q1 2019 | $145,806,000 | +26.2% | 3,281,694 | +9.4% | 0.03% | +11.1% |
| Q4 2018 | $115,543,000 | -4.6% | 3,000,321 | +3.3% | 0.03% | +17.4% |
| Q3 2018 | $121,147,000 | +6.6% | 2,903,120 | +6.8% | 0.02% | 0.0% |
| Q2 2018 | $113,607,000 | +12.4% | 2,719,185 | +2.9% | 0.02% | +4.5% |
| Q1 2018 | $101,069,000 | +27.8% | 2,642,315 | +39.0% | 0.02% | +29.4% |
| Q4 2017 | $79,105,000 | +2636733.3% | 1,900,647 | +2436626.9% | 0.02% | – |
| Q2 2016 | $3,000 | – | 78 | – | 0.00% | – |
Download | ||||||
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% |