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 | $2,119,758 | -8.6% | 119,423 | +0.6% | 0.28% | -5.1% |
| Q2 2023 | $2,318,797 | -1.6% | 118,730 | -1.7% | 0.30% | -7.8% |
| Q1 2023 | $2,356,400 | +1.1% | 120,841 | +0.0% | 0.32% | -1.2% |
| Q4 2022 | $2,330,348 | -0.2% | 120,806 | -3.3% | 0.32% | -8.5% |
| Q3 2022 | $2,334,000 | -16.3% | 124,906 | -5.6% | 0.35% | -17.7% |
| Q2 2022 | $2,789,000 | -21.1% | 132,265 | -6.9% | 0.43% | -11.0% |
| Q1 2022 | $3,536,000 | -2.6% | 142,054 | +106.1% | 0.48% | -4.2% |
| Q4 2021 | $3,631,000 | +21.9% | 68,915 | +5.7% | 0.50% | +10.8% |
| Q3 2021 | $2,979,000 | +2.1% | 65,207 | +2.3% | 0.46% | +3.4% |
| Q2 2021 | $2,919,000 | +16.3% | 63,744 | +4.4% | 0.44% | +8.4% |
| Q1 2021 | $2,510,000 | +10.1% | 61,085 | +1.8% | 0.41% | -4.5% |
| Q4 2020 | $2,279,000 | +12.2% | 60,033 | +4.5% | 0.42% | +0.7% |
| Q3 2020 | $2,031,000 | -11.1% | 57,428 | -11.5% | 0.42% | -16.4% |
| Q2 2020 | $2,285,000 | +38.7% | 64,866 | +28.9% | 0.50% | +16.4% |
| Q1 2020 | $1,647,000 | -32.5% | 50,318 | -5.2% | 0.43% | -14.2% |
| Q4 2019 | $2,439,000 | +0.6% | 53,064 | +3.2% | 0.51% | -5.6% |
| Q3 2019 | $2,425,000 | – | 51,417 | – | 0.54% | – |
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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% |