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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $230,000 | -88.0% | 10,877 | -70.1% | 0.00% | -100.0% |
| Q4 2021 | $1,910,000 | +87.6% | 36,333 | +64.3% | 0.00% | 0.0% |
| Q2 2021 | $1,018,000 | +10.2% | 22,112 | -15.6% | 0.00% | 0.0% |
| Q3 2020 | $924,000 | -16.9% | 26,200 | +7.5% | 0.00% | -33.3% |
| Q4 2019 | $1,112,000 | +13.4% | 24,378 | +10.3% | 0.00% | 0.0% |
| Q1 2019 | $981,000 | -46.6% | 22,100 | -53.9% | 0.00% | -40.0% |
| Q4 2018 | $1,838,000 | +166.0% | 47,900 | +188.6% | 0.01% | +150.0% |
| Q4 2017 | $691,000 | -53.2% | 16,600 | -53.5% | 0.00% | -66.7% |
| Q2 2017 | $1,475,000 | +8.5% | 35,736 | +6.6% | 0.01% | -25.0% |
| Q1 2017 | $1,359,000 | +77.0% | 33,510 | +79.2% | 0.01% | +100.0% |
| Q4 2016 | $768,000 | -41.9% | 18,700 | -39.3% | 0.00% | -33.3% |
| Q3 2016 | $1,322,000 | -2.4% | 30,800 | -2.2% | 0.01% | -25.0% |
| Q2 2016 | $1,355,000 | – | 31,500 | – | 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% |