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 | $1,843,624 | -12.5% | 103,866 | -3.7% | 0.00% | -25.0% |
| Q2 2023 | $2,105,891 | -2.6% | 107,829 | -2.7% | 0.00% | 0.0% |
| Q1 2023 | $2,161,225 | -21.9% | 110,832 | -22.7% | 0.00% | -20.0% |
| Q4 2022 | $2,766,577 | -2.5% | 143,420 | -5.6% | 0.01% | 0.0% |
| Q3 2022 | $2,838,000 | -6.7% | 151,866 | +5.3% | 0.01% | -16.7% |
| Q2 2022 | $3,042,000 | -9.6% | 144,219 | +6.7% | 0.01% | +20.0% |
| Q1 2022 | $3,364,000 | +36.0% | 135,153 | +188.0% | 0.01% | +25.0% |
| Q4 2021 | $2,474,000 | +21.0% | 46,936 | +4.9% | 0.00% | +33.3% |
| Q3 2021 | $2,044,000 | -5.4% | 44,742 | -5.2% | 0.00% | -25.0% |
| Q2 2021 | $2,160,000 | +19.2% | 47,181 | +6.9% | 0.00% | +33.3% |
| Q1 2021 | $1,812,000 | +1.3% | 44,123 | -6.3% | 0.00% | 0.0% |
| Q4 2020 | $1,788,000 | +33.1% | 47,069 | +24.0% | 0.00% | 0.0% |
| Q3 2020 | $1,343,000 | -7.1% | 37,972 | -7.5% | 0.00% | 0.0% |
| Q2 2020 | $1,446,000 | -37.9% | 41,042 | -42.3% | 0.00% | -50.0% |
| Q1 2020 | $2,328,000 | -23.8% | 71,115 | +6.9% | 0.01% | 0.0% |
| Q4 2019 | $3,057,000 | – | 66,520 | – | 0.01% | – |
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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% |