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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $90 | +87.5% | 4,301 | +57.5% | 0.00% | 0.0% |
| Q3 2023 | $48 | -7.7% | 2,731 | +2.2% | 0.00% | 0.0% |
| Q2 2023 | $52 | +766.7% | 2,671 | +706.9% | 0.00% | – |
| Q1 2023 | $6 | 0.0% | 331 | 0.0% | 0.00% | – |
| Q4 2022 | $6 | -99.8% | 331 | +231.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -40.0% | 100 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | -88.9% | 100 | -88.5% | 0.00% | -100.0% |
| Q2 2018 | $36,000 | +56.5% | 867 | +44.5% | 0.00% | 0.0% |
| Q1 2018 | $23,000 | -8.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $25,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $25,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $25,000 | +4.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $24,000 | -4.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $25,000 | -3.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $26,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $26,000 | +4.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $25,000 | +4.2% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $24,000 | +9.1% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $22,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $22,000 | -8.3% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $24,000 | +4.3% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $23,000 | +15.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $20,000 | -4.8% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $21,000 | +5.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $20,000 | +11.1% | 600 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $18,000 | -5.3% | 600 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $19,000 | 0.0% | 600 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $19,000 | – | 600 | – | 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% |