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 | $1,456 | -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% | – |
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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% |