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 | $1,314,441 | +170.4% | 74,053 | +197.5% | 0.00% | – |
| Q2 2023 | $486,199 | +2.9% | 24,895 | +2.8% | 0.00% | – |
| Q1 2023 | $472,329 | -5.9% | 24,222 | -6.9% | 0.00% | – |
| Q4 2022 | $502,022 | -23.4% | 26,025 | -25.7% | 0.00% | – |
| Q3 2022 | $655,000 | -78.5% | 35,039 | -75.7% | 0.00% | -100.0% |
| Q2 2022 | $3,046,000 | -13.4% | 144,405 | +2.2% | 0.00% | 0.0% |
| Q1 2022 | $3,516,000 | +3.4% | 141,253 | +119.0% | 0.00% | 0.0% |
| Q4 2021 | $3,399,000 | +261.2% | 64,510 | +213.1% | 0.00% | – |
| Q3 2021 | $941,000 | -48.6% | 20,601 | -48.5% | 0.00% | – |
| Q2 2021 | $1,832,000 | +772.4% | 40,016 | +683.4% | 0.00% | – |
| Q1 2021 | $210,000 | -45.9% | 5,108 | -50.0% | 0.00% | – |
| Q4 2020 | $388,000 | -17.3% | 10,219 | -22.9% | 0.00% | – |
| Q3 2020 | $469,000 | -53.1% | 13,251 | -53.4% | 0.00% | – |
| Q2 2020 | $1,001,000 | -74.0% | 28,425 | -75.8% | 0.00% | -100.0% |
| Q1 2020 | $3,852,000 | +2.3% | 117,669 | +47.4% | 0.00% | 0.0% |
| Q3 2019 | $3,765,000 | -14.0% | 79,823 | -23.9% | 0.00% | 0.0% |
| Q3 2018 | $4,378,000 | +184.7% | 104,919 | +161.0% | 0.00% | – |
| Q1 2018 | $1,538,000 | -37.5% | 40,201 | -29.0% | 0.00% | -100.0% |
| Q2 2016 | $2,461,000 | -37.9% | 56,646 | -40.9% | 0.00% | 0.0% |
| Q1 2016 | $3,966,000 | +445.5% | 95,807 | +422.3% | 0.00% | – |
| Q4 2015 | $727,000 | -95.1% | 18,344 | -95.4% | 0.00% | -100.0% |
| Q3 2015 | $14,895,000 | +619.6% | 400,523 | +684.5% | 0.01% | +400.0% |
| Q1 2015 | $2,070,000 | -45.5% | 51,057 | -47.7% | 0.00% | 0.0% |
| Q4 2014 | $3,800,000 | +16.7% | 97,551 | +2.1% | 0.00% | 0.0% |
| Q3 2014 | $3,255,000 | +104.8% | 95,581 | +83.2% | 0.00% | 0.0% |
| Q2 2012 | $1,589,000 | – | 52,182 | – | 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% |