SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,489,000 | -12.2% | 293,698 | -1.0% | 0.41% | -10.6% |
| Q2 2022 | $6,255,000 | -15.7% | 296,564 | -0.6% | 0.46% | +0.7% |
| Q1 2022 | $7,424,000 | -4.7% | 298,260 | +101.7% | 0.46% | -6.7% |
| Q4 2021 | $7,793,000 | +16.2% | 147,899 | +0.7% | 0.49% | +10.8% |
| Q3 2021 | $6,707,000 | -0.2% | 146,827 | +0.0% | 0.44% | +1.8% |
| Q2 2021 | $6,721,000 | +13.4% | 146,781 | +1.8% | 0.44% | -0.7% |
| Q1 2021 | $5,925,000 | +4.6% | 144,199 | -3.3% | 0.44% | -1.8% |
| Q4 2020 | $5,663,000 | +3.4% | 149,157 | -3.7% | 0.45% | -9.3% |
| Q3 2020 | $5,477,000 | -2.4% | 154,854 | -2.8% | 0.49% | -3.0% |
| Q2 2020 | $5,613,000 | – | 159,382 | – | 0.51% | – |
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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% |