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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $5,903,547 | +16.2% | 302,746 | +14.9% | 1.40% | +11.8% |
| Q4 2022 | $5,081,850 | +16.7% | 263,445 | +13.0% | 1.26% | +5.4% |
| Q3 2022 | $4,355,000 | +702.0% | 233,038 | +805.7% | 1.19% | +739.4% |
| Q2 2022 | $543,000 | -75.7% | 25,731 | -39.5% | 0.14% | -71.7% |
| Q4 2021 | $2,239,000 | -32.9% | 42,500 | -41.8% | 0.50% | -33.0% |
| Q3 2021 | $3,335,000 | -78.5% | 73,014 | -82.8% | 0.75% | -66.5% |
| Q2 2021 | $15,522,000 | +315.6% | 425,571 | +368.2% | 2.24% | +141.1% |
| Q1 2021 | $3,735,000 | +29.7% | 90,891 | +19.8% | 0.93% | +18.1% |
| Q4 2020 | $2,880,000 | +1209.1% | 75,859 | -64.9% | 0.78% | +1037.7% |
| Q3 2020 | $220,000 | -98.1% | 215,902 | -35.5% | 0.07% | -98.3% |
| Q2 2020 | $11,787,000 | +31756.8% | 334,680 | +40565.9% | 4.05% | +26893.3% |
| Q1 2019 | $37,000 | 0.0% | 823 | -14.1% | 0.02% | -11.8% |
| Q4 2018 | $37,000 | – | 958 | – | 0.02% | – |
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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% |