SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,768 | +168.6% | 832 | +191.9% | 0.00% | +100.0% |
| Q4 2022 | $5,498 | -73.8% | 285 | -74.5% | 0.00% | -66.7% |
| Q3 2022 | $21,000 | -12.5% | 1,118 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -7.7% | 1,118 | +6.1% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | -16.1% | 1,054 | +78.9% | 0.00% | -25.0% |
| Q4 2021 | $31,000 | 0.0% | 589 | -14.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | +29.2% | 685 | +30.0% | 0.00% | +33.3% |
| Q2 2021 | $24,000 | +9.1% | 527 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | +10.0% | 527 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | -4.8% | 527 | -10.1% | 0.00% | -25.0% |
| Q3 2020 | $21,000 | +10.5% | 586 | +11.2% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 527 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | +1600.0% | 527 | +4690.9% | 0.00% | – |
| Q4 2019 | $1,000 | -85.7% | 11 | -92.2% | 0.00% | -100.0% |
| Q3 2019 | $7,000 | -36.4% | 141 | -43.6% | 0.00% | -50.0% |
| Q3 2016 | $11,000 | +37.5% | 250 | +21.4% | 0.00% | 0.0% |
| Q1 2015 | $8,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $8,000 | +14.3% | 206 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $7,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $7,000 | +16.7% | 206 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | -14.3% | 206 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $7,000 | – | 206 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 1,384,351 | $48,964,000 | 14.38% |
| Moisand Fitzgerald Tamayo, LLC | 309,625 | $10,951,000 | 5.67% |
| Strategic Financial Planning, Inc. | 148,447 | $5,253,000 | 5.46% |
| Aurora Investment Managers, LLC. | 162,558 | $5,750,000 | 5.20% |
| Omega Financial Group, LLC | 210,355 | $7,440,000 | 4.53% |
| Northwest Quadrant Wealth Management, LLC | 238,689 | $8,421,000 | 3.34% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 912,383 | $32,271,000 | 2.81% |
| Courage Miller Partners, LLC | 144,223 | $5,080,000 | 2.73% |
| BlueSky Wealth Advisors, LLC | 256,528 | $9,409,000 | 2.46% |
| Adams Chetwood Wealth Management LLC | 70,441 | $2,491,000 | 2.40% |