SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,063 | -7.3% | 59,897 | +2.0% | 0.00% | -25.0% |
Q2 2023 | $1,147 | -0.9% | 58,716 | -1.0% | 0.00% | 0.0% |
Q1 2023 | $1,157 | +3.0% | 59,333 | +1.9% | 0.00% | 0.0% |
Q4 2022 | $1,123 | -99.9% | 58,229 | +5.5% | 0.00% | 0.0% |
Q3 2022 | $1,031,000 | -13.7% | 55,176 | -2.5% | 0.00% | -20.0% |
Q2 2022 | $1,194,000 | -27.8% | 56,596 | -14.8% | 0.01% | -16.7% |
Q1 2022 | $1,653,000 | -10.7% | 66,397 | +88.9% | 0.01% | -14.3% |
Q4 2021 | $1,852,000 | +16.3% | 35,146 | +0.8% | 0.01% | 0.0% |
Q3 2021 | $1,593,000 | -0.9% | 34,869 | -0.7% | 0.01% | -12.5% |
Q2 2021 | $1,608,000 | +16.1% | 35,126 | +4.2% | 0.01% | +14.3% |
Q1 2021 | $1,385,000 | +11.2% | 33,714 | +2.8% | 0.01% | 0.0% |
Q4 2020 | $1,245,000 | +5.2% | 32,791 | -2.0% | 0.01% | 0.0% |
Q3 2020 | $1,183,000 | +78.4% | 33,454 | +77.7% | 0.01% | +75.0% |
Q2 2020 | $663,000 | -41.2% | 18,831 | -45.3% | 0.00% | -55.6% |
Q1 2020 | $1,127,000 | -16.0% | 34,427 | +18.0% | 0.01% | 0.0% |
Q4 2019 | $1,341,000 | +2.4% | 29,185 | +5.1% | 0.01% | -10.0% |
Q3 2019 | $1,310,000 | +3.5% | 27,772 | -2.5% | 0.01% | 0.0% |
Q2 2019 | $1,266,000 | +97.2% | 28,481 | +97.0% | 0.01% | +66.7% |
Q1 2019 | $642,000 | -33.4% | 14,457 | -42.2% | 0.01% | +20.0% |
Q4 2018 | $964,000 | +58.8% | 25,022 | +72.0% | 0.01% | 0.0% |
Q3 2018 | $607,000 | -50.1% | 14,548 | -50.0% | 0.01% | -16.7% |
Q2 2018 | $1,216,000 | +122.3% | 29,086 | +103.5% | 0.01% | +20.0% |
Q1 2018 | $547,000 | +25.2% | 14,295 | +36.2% | 0.01% | +25.0% |
Q4 2017 | $437,000 | -1.8% | 10,494 | -3.1% | 0.00% | -20.0% |
Q3 2017 | $445,000 | -1.3% | 10,833 | -1.1% | 0.01% | 0.0% |
Q2 2017 | $451,000 | +6.9% | 10,949 | +5.8% | 0.01% | 0.0% |
Q1 2017 | $422,000 | – | 10,347 | – | 0.01% | – |
Download |
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% |