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 | $193 | -10.2% | 10,872 | +0.4% | 0.12% | -3.3% |
| Q2 2023 | $215 | +0.5% | 10,832 | -1.3% | 0.12% | -8.3% |
| Q1 2023 | $214 | -2.3% | 10,973 | -3.6% | 0.13% | -6.3% |
| Q4 2022 | $219 | -99.9% | 11,378 | -3.9% | 0.14% | -9.0% |
| Q3 2022 | $221,000 | -11.6% | 11,845 | +0.1% | 0.16% | -7.1% |
| Q2 2022 | $250,000 | -15.8% | 11,838 | -0.7% | 0.17% | 0.0% |
| Q1 2022 | $297,000 | -0.3% | 11,923 | +111.1% | 0.17% | +3.7% |
| Q4 2021 | $298,000 | +31.3% | 5,647 | -12.0% | 0.16% | +35.0% |
| Q3 2020 | $227,000 | +0.9% | 6,420 | +0.7% | 0.12% | -5.5% |
| Q2 2020 | $225,000 | +8.2% | 6,378 | +0.3% | 0.13% | -9.9% |
| Q1 2020 | $208,000 | -29.0% | 6,361 | -0.2% | 0.14% | -2.1% |
| Q4 2019 | $293,000 | – | 6,372 | – | 0.14% | – |
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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% |