SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $833,752 | -58.0% | 46,972 | -53.8% | 0.01% | -58.6% |
| Q2 2023 | $1,983,535 | -14.2% | 101,563 | -14.4% | 0.03% | -19.4% |
| Q1 2023 | $2,312,903 | +0.3% | 118,610 | -0.8% | 0.04% | -7.7% |
| Q4 2022 | $2,306,134 | +95.3% | 119,551 | +89.1% | 0.04% | +77.3% |
| Q3 2022 | $1,181,000 | -20.8% | 63,211 | -10.7% | 0.02% | -21.4% |
| Q2 2022 | $1,492,000 | -14.5% | 70,747 | +0.9% | 0.03% | -3.4% |
| Q1 2022 | $1,745,000 | -1.7% | 70,117 | +108.0% | 0.03% | 0.0% |
| Q4 2021 | $1,776,000 | +21.8% | 33,703 | +5.6% | 0.03% | +3.6% |
| Q3 2021 | $1,458,000 | +14.5% | 31,928 | +14.9% | 0.03% | +12.0% |
| Q2 2021 | $1,273,000 | +213.5% | 27,797 | +181.4% | 0.02% | +177.8% |
| Q1 2021 | $406,000 | -9.2% | 9,877 | -16.0% | 0.01% | -18.2% |
| Q4 2020 | $447,000 | +74.6% | 11,760 | +62.5% | 0.01% | +57.1% |
| Q3 2020 | $256,000 | -16.3% | 7,236 | -16.7% | 0.01% | -30.0% |
| Q2 2020 | $306,000 | -59.3% | 8,682 | -62.2% | 0.01% | -67.7% |
| Q1 2020 | $751,000 | -5.3% | 22,945 | +33.0% | 0.03% | +19.2% |
| Q4 2019 | $793,000 | +57.0% | 17,256 | +61.3% | 0.03% | +13.0% |
| Q3 2019 | $505,000 | – | 10,700 | – | 0.02% | – |
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% |