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 | $292 | -7.3% | 16,427 | +1.7% | 0.01% | 0.0% |
| Q2 2023 | $315 | +41.9% | 16,151 | +41.7% | 0.01% | +25.0% |
| Q1 2023 | $222 | -99.9% | 11,401 | -49.9% | 0.00% | -50.0% |
| Q4 2022 | $439,000 | -99.9% | 22,775 | +16.3% | 0.01% | +14.3% |
| Q3 2022 | $366,000,000 | +127426.1% | 19,583 | +43.8% | 0.01% | +16.7% |
| Q2 2022 | $287,000 | +36.7% | 13,619 | +61.3% | 0.01% | +50.0% |
| Q1 2022 | $210,000 | – | 8,443 | – | 0.00% | – |
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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% |