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 | $983,137 | -24.2% | 55,388 | -16.6% | 0.22% | -23.1% |
| Q2 2023 | $1,297,671 | -11.0% | 66,445 | -11.1% | 0.29% | -15.5% |
| Q1 2023 | $1,457,742 | -20.4% | 74,756 | -21.3% | 0.34% | -27.8% |
| Q4 2022 | $1,831,701 | -53.1% | 94,956 | -54.5% | 0.48% | -54.8% |
| Q3 2022 | $3,904,000 | -16.7% | 208,888 | -6.0% | 1.05% | -3.9% |
| Q2 2022 | $4,688,000 | -17.5% | 222,294 | -2.6% | 1.10% | -5.5% |
| Q1 2022 | $5,680,000 | -13.2% | 228,217 | +83.8% | 1.16% | -13.0% |
| Q4 2021 | $6,543,000 | +11.6% | 124,183 | -3.3% | 1.33% | +4.5% |
| Q3 2021 | $5,865,000 | -13.7% | 128,386 | -13.5% | 1.28% | -16.9% |
| Q2 2021 | $6,793,000 | +7.2% | 148,351 | -3.8% | 1.53% | -0.4% |
| Q1 2021 | $6,338,000 | +2.9% | 154,252 | -4.9% | 1.54% | -0.7% |
| Q4 2020 | $6,161,000 | +1.8% | 162,250 | -5.1% | 1.55% | -8.8% |
| Q3 2020 | $6,050,000 | -9.8% | 171,037 | -10.2% | 1.70% | -19.6% |
| Q2 2020 | $6,706,000 | +2.2% | 190,406 | -5.0% | 2.12% | -39.0% |
| Q1 2020 | $6,561,000 | +853.6% | 200,410 | +1238.3% | 3.47% | +996.8% |
| Q4 2019 | $688,000 | – | 14,975 | – | 0.32% | – |
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% |