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 | $341,794 | +0.4% | 19,256 | +10.5% | 0.00% | 0.0% |
| Q2 2023 | $340,310 | -77.3% | 17,425 | -77.3% | 0.00% | -75.0% |
| Q1 2023 | $1,499,414 | +61000.8% | 76,893 | -39.6% | 0.00% | -33.3% |
| Q4 2022 | $2,454 | -99.9% | 127,206 | +27.1% | 0.01% | 0.0% |
| Q3 2022 | $1,871,000 | +234.1% | 100,105 | +277.3% | 0.01% | +200.0% |
| Q2 2022 | $560,000 | -17.2% | 26,535 | -2.3% | 0.00% | 0.0% |
| Q1 2022 | $676,000 | -8.4% | 27,152 | +93.8% | 0.00% | 0.0% |
| Q4 2021 | $738,000 | +60.1% | 14,013 | +39.0% | 0.00% | +100.0% |
| Q3 2021 | $461,000 | -0.2% | 10,081 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $462,000 | +11.1% | 10,081 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $416,000 | – | 10,135 | – | 0.00% | – |
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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% |