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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $586 | +0.2% | 30 | 0.0% | 0.00% | – |
| Q1 2023 | $585 | +1.0% | 30 | 0.0% | 0.00% | – |
| Q4 2022 | $579 | -42.1% | 30 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,000 | 0.0% | 30 | +100.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | – | 15 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 15 | -94.5% | 0.00% | -100.0% |
| Q3 2019 | $13,000 | +8.3% | 274 | 0.0% | 0.01% | +12.5% |
| Q2 2019 | $12,000 | 0.0% | 274 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $12,000 | +9.1% | 274 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | 0.0% | 274 | 0.0% | 0.01% | +12.5% |
| Q3 2018 | $11,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $11,000 | +10.0% | 274 | 0.0% | 0.01% | +14.3% |
| Q1 2018 | $10,000 | -89.1% | 274 | -87.5% | 0.01% | -88.3% |
| Q4 2017 | $92,000 | +2.2% | 2,200 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $90,000 | +13.9% | 2,200 | +14.2% | 0.06% | +11.1% |
| Q2 2017 | $79,000 | 0.0% | 1,926 | -0.1% | 0.05% | -3.6% |
| Q1 2017 | $79,000 | 0.0% | 1,927 | +0.1% | 0.06% | -5.1% |
| Q4 2016 | $79,000 | -3.7% | 1,926 | 0.0% | 0.06% | -3.3% |
| Q3 2016 | $82,000 | -2.4% | 1,926 | 0.0% | 0.06% | -3.2% |
| Q2 2016 | $84,000 | – | 1,926 | – | 0.06% | – |
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% |