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 | $2,176,718 | -4.5% | 122,632 | +5.1% | 0.27% | -0.4% |
| Q2 2023 | $2,278,429 | -6.5% | 116,663 | -6.7% | 0.27% | -13.9% |
| Q1 2023 | $2,438,085 | +7.4% | 125,030 | +6.2% | 0.32% | +0.3% |
| Q4 2022 | $2,270,742 | +201.6% | 117,716 | +192.3% | 0.32% | +172.4% |
| Q3 2022 | $753,000 | +175.8% | 40,271 | +211.6% | 0.12% | +182.9% |
| Q2 2022 | $273,000 | +1850.0% | 12,924 | +2249.8% | 0.04% | +1950.0% |
| Q1 2022 | $14,000 | 0.0% | 550 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 275 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 275 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +1200.0% | 275 | +1427.8% | 0.00% | – |
| Q3 2019 | $1,000 | -99.8% | 18 | -99.9% | 0.00% | -100.0% |
| Q3 2018 | $537,000 | +53600.0% | 12,879 | +37779.4% | 0.24% | – |
| Q2 2018 | $1,000 | -97.2% | 34 | -96.0% | 0.00% | -100.0% |
| Q3 2016 | $36,000 | – | 845 | – | 0.01% | – |
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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% |