SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,076 | -0.9% | 16,962 | +9.1% | 0.01% | +14.3% |
| Q2 2023 | $303,765 | -11.7% | 15,554 | -11.8% | 0.01% | -22.2% |
| Q1 2023 | $343,975 | -19.2% | 17,640 | -20.1% | 0.01% | -25.0% |
| Q4 2022 | $425,914 | -4.1% | 22,079 | -7.0% | 0.01% | -7.7% |
| Q3 2022 | $444,000 | -11.6% | 23,741 | -0.1% | 0.01% | -38.1% |
| Q2 2022 | $502,000 | -13.4% | 23,760 | +2.1% | 0.02% | +10.5% |
| Q1 2022 | $580,000 | -11.2% | 23,278 | +87.9% | 0.02% | 0.0% |
| Q4 2021 | $653,000 | +21.6% | 12,389 | +5.4% | 0.02% | +11.8% |
| Q3 2021 | $537,000 | +3.3% | 11,754 | +3.5% | 0.02% | 0.0% |
| Q2 2021 | $520,000 | +24.4% | 11,352 | +11.8% | 0.02% | +13.3% |
| Q1 2021 | $418,000 | +24.4% | 10,150 | +14.9% | 0.02% | -16.7% |
| Q4 2020 | $336,000 | +36.0% | 8,832 | +26.7% | 0.02% | +38.5% |
| Q3 2020 | $247,000 | +7.9% | 6,969 | +7.3% | 0.01% | -13.3% |
| Q2 2020 | $229,000 | +0.9% | 6,493 | -6.3% | 0.02% | -21.1% |
| Q1 2020 | $227,000 | -36.1% | 6,931 | -10.1% | 0.02% | -36.7% |
| Q4 2019 | $355,000 | +0.9% | 7,708 | +3.4% | 0.03% | -14.3% |
| Q3 2019 | $352,000 | +8.0% | 7,454 | +1.8% | 0.04% | -2.8% |
| Q2 2019 | $326,000 | -1.2% | 7,323 | -1.2% | 0.04% | -12.2% |
| Q1 2019 | $330,000 | +27.9% | 7,412 | +11.0% | 0.04% | +10.8% |
| Q4 2018 | $258,000 | -19.6% | 6,679 | -12.7% | 0.04% | -2.6% |
| Q3 2018 | $321,000 | 0.0% | 7,655 | -0.2% | 0.04% | -9.5% |
| Q2 2018 | $321,000 | +15.1% | 7,669 | +5.2% | 0.04% | +7.7% |
| Q1 2018 | $279,000 | +5.3% | 7,289 | +14.7% | 0.04% | +8.3% |
| Q4 2017 | $265,000 | +4316.7% | 6,354 | +4136.0% | 0.04% | – |
| Q4 2014 | $6,000 | -99.9% | 150 | 0.0% | 0.00% | -100.0% |
| Q2 2014 | $5,306,000 | – | 150 | – | 0.00% | – |
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% |