SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $820 | -18.2% | 46,208 | -10.0% | 0.00% | 0.0% |
| Q2 2023 | $1,003 | -16.1% | 51,368 | -16.3% | 0.00% | -33.3% |
| Q1 2023 | $1,196 | +7.0% | 61,374 | +5.9% | 0.00% | 0.0% |
| Q4 2022 | $1,118 | -99.9% | 57,957 | +1.3% | 0.00% | 0.0% |
| Q3 2022 | $1,068,000 | -14.3% | 57,195 | -3.2% | 0.00% | 0.0% |
| Q2 2022 | $1,246,000 | -14.5% | 59,093 | +0.9% | 0.00% | 0.0% |
| Q1 2022 | $1,458,000 | -2.3% | 58,589 | +106.7% | 0.00% | 0.0% |
| Q4 2021 | $1,493,000 | +21.5% | 28,346 | +5.3% | 0.00% | 0.0% |
| Q3 2021 | $1,229,000 | -8.3% | 26,926 | -8.0% | 0.00% | 0.0% |
| Q2 2021 | $1,340,000 | +31.8% | 29,274 | +18.2% | 0.00% | 0.0% |
| Q1 2021 | $1,017,000 | +5.4% | 24,769 | -2.5% | 0.00% | 0.0% |
| Q4 2020 | $965,000 | -15.4% | 25,417 | -21.2% | 0.00% | -25.0% |
| Q3 2020 | $1,140,000 | -7.2% | 32,256 | -7.5% | 0.00% | -20.0% |
| Q2 2020 | $1,228,000 | -2.4% | 34,889 | -9.2% | 0.01% | -16.7% |
| Q1 2020 | $1,258,000 | -71.4% | 38,441 | -59.8% | 0.01% | -64.7% |
| Q4 2019 | $4,399,000 | -42.6% | 95,721 | -41.1% | 0.02% | -48.5% |
| Q3 2019 | $7,660,000 | -38.4% | 162,400 | -41.9% | 0.03% | -40.0% |
| Q2 2019 | $12,428,000 | +13.3% | 279,666 | +13.3% | 0.06% | +7.8% |
| Q1 2019 | $10,971,000 | +18.3% | 246,935 | +2.6% | 0.05% | +4.1% |
| Q4 2018 | $9,272,000 | -4.9% | 240,778 | +3.1% | 0.05% | +4.3% |
| Q3 2018 | $9,745,000 | +9.8% | 233,537 | +9.9% | 0.05% | +2.2% |
| Q2 2018 | $8,879,000 | +488.0% | 212,524 | +438.3% | 0.05% | +475.0% |
| Q1 2018 | $1,510,000 | -43.7% | 39,484 | -38.8% | 0.01% | -46.7% |
| Q4 2017 | $2,684,000 | – | 64,488 | – | 0.02% | – |
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% |