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 | $2,905,657 | +189.1% | 163,699 | +218.1% | 0.00% | – |
| Q2 2023 | $1,005,170 | -44.2% | 51,468 | -44.2% | 0.00% | – |
| Q1 2023 | $1,800,065 | -21.4% | 92,311 | -22.2% | 0.00% | – |
| Q4 2022 | $2,289,414 | -4.4% | 118,684 | -7.3% | 0.00% | – |
| Q3 2022 | $2,394,000 | +71.4% | 128,067 | +93.3% | 0.00% | – |
| Q2 2022 | $1,397,000 | +344.9% | 66,270 | +426.0% | 0.00% | – |
| Q1 2022 | $314,000 | -5.4% | 12,600 | +73.2% | 0.00% | – |
| Q3 2021 | $332,000 | -68.6% | 7,274 | -75.7% | 0.00% | – |
| Q3 2020 | $1,057,000 | +44.2% | 29,896 | +87.5% | 0.00% | – |
| Q4 2019 | $733,000 | -17.1% | 15,948 | -14.9% | 0.00% | – |
| Q3 2019 | $884,000 | +265.3% | 18,745 | +244.0% | 0.00% | – |
| Q2 2019 | $242,000 | -19.6% | 5,449 | -19.5% | 0.00% | – |
| Q1 2019 | $301,000 | -27.8% | 6,766 | -38.0% | 0.00% | – |
| Q1 2018 | $417,000 | +50.5% | 10,915 | +62.1% | 0.00% | – |
| Q3 2017 | $277,000 | -92.2% | 6,734 | -92.3% | 0.00% | -100.0% |
| Q1 2015 | $3,552,000 | – | 87,593 | – | 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% |