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 | $1,456 | -10.0% | 82,013 | -1.0% | 0.67% | -6.3% |
| Q2 2023 | $1,618 | +9.8% | 82,854 | +9.7% | 0.72% | +6.4% |
| Q1 2023 | $1,473 | -99.3% | 75,545 | +1665.9% | 0.67% | +647.8% |
| Q4 2021 | $225,000 | -86.2% | 4,278 | -88.0% | 0.09% | -86.5% |
| Q3 2021 | $1,629,000 | -0.9% | 35,672 | -0.7% | 0.67% | -1.6% |
| Q2 2021 | $1,644,000 | +13.3% | 35,908 | +1.7% | 0.68% | -0.4% |
| Q1 2021 | $1,451,000 | +19.7% | 35,313 | +10.6% | 0.68% | +13.5% |
| Q4 2020 | $1,212,000 | – | 31,931 | – | 0.60% | – |
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% |