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 | $7 | – | 500 | +400.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 100 | -97.4% | 0.00% | -100.0% |
| Q3 2022 | $24,000 | +71.4% | 3,900 | +77.3% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -93.1% | 2,200 | -67.2% | 0.00% | -88.9% |
| Q3 2021 | $202,000 | +14.8% | 6,700 | +11.7% | 0.01% | +12.5% |
| Q2 2021 | $176,000 | +1000.0% | 6,000 | -9.1% | 0.01% | +700.0% |
| Q1 2021 | $16,000 | -27.3% | 6,600 | +65.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +450.0% | 4,000 | +185.7% | 0.00% | – |
| Q3 2020 | $4,000 | -94.4% | 1,400 | -88.0% | 0.00% | -100.0% |
| Q2 2020 | $71,000 | -49.3% | 11,700 | -22.0% | 0.01% | -28.6% |
| Q1 2020 | $140,000 | +723.5% | 15,000 | +25.0% | 0.01% | +600.0% |
| Q4 2019 | $17,000 | +70.0% | 12,000 | +185.8% | 0.00% | – |
| Q3 2019 | $10,000 | -89.5% | 4,199 | -56.3% | 0.00% | -100.0% |
| Q2 2019 | $95,000 | +427.8% | 9,599 | -22.6% | 0.01% | +300.0% |
| Q1 2019 | $18,000 | -50.0% | 12,400 | +14.8% | 0.00% | -33.3% |
| Q4 2018 | $36,000 | -20.0% | 10,800 | +414.5% | 0.00% | 0.0% |
| Q3 2018 | $45,000 | +9.8% | 2,099 | +5.0% | 0.00% | 0.0% |
| Q2 2018 | $41,000 | +20.6% | 2,000 | -47.4% | 0.00% | +200.0% |
| Q4 2017 | $34,000 | -61.8% | 3,800 | -39.0% | 0.00% | -66.7% |
| Q2 2017 | $89,000 | +1012.5% | 6,228 | +2.1% | 0.00% | – |
| Q1 2017 | $8,000 | -97.6% | 6,100 | -26.9% | 0.00% | -100.0% |
| Q4 2016 | $338,000 | +2500.0% | 8,350 | -1.8% | 0.01% | +1100.0% |
| Q3 2016 | $13,000 | -45.8% | 8,500 | +1.2% | 0.00% | 0.0% |
| Q2 2016 | $24,000 | +20.0% | 8,400 | -47.2% | 0.00% | 0.0% |
| Q1 2016 | $20,000 | +100.0% | 15,900 | +98.8% | 0.00% | 0.0% |
| Q4 2015 | $10,000 | – | 8,000 | – | 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% |