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 | $23,147 | -54.0% | 1,304 | -49.4% | 0.00% | – |
| Q2 2023 | $50,368 | -16.8% | 2,579 | -16.9% | 0.00% | -100.0% |
| Q1 2023 | $60,548 | -3.5% | 3,105 | -4.6% | 0.00% | 0.0% |
| Q4 2022 | $62,769 | +318.5% | 3,254 | +311.4% | 0.00% | – |
| Q3 2022 | $15,000 | -11.8% | 791 | 0.0% | 0.00% | – |
| Q2 2022 | $17,000 | -15.0% | 791 | 0.0% | 0.00% | – |
| Q1 2022 | $20,000 | -4.8% | 791 | +99.7% | 0.00% | – |
| Q4 2021 | $21,000 | +16.7% | 396 | +0.3% | 0.00% | – |
| Q3 2021 | $18,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q2 2021 | $18,000 | +12.5% | 395 | 0.0% | 0.00% | – |
| Q1 2021 | $16,000 | +6.7% | 395 | 0.0% | 0.00% | – |
| Q4 2020 | $15,000 | +7.1% | 395 | 0.0% | 0.00% | – |
| Q3 2020 | $14,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | -60.0% | 395 | -47.3% | 0.00% | -100.0% |
| Q3 2019 | $35,000 | +12.9% | 749 | -0.1% | 0.00% | 0.0% |
| Q3 2017 | $31,000 | -41.5% | 750 | -39.8% | 0.00% | 0.0% |
| Q3 2016 | $53,000 | -1.9% | 1,245 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $54,000 | – | 1,245 | – | 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% |