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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,174 | -5.9% | 36,399 | +3.4% | 0.09% | -2.1% |
| Q2 2023 | $687,749 | +1.3% | 35,215 | +1.2% | 0.10% | -10.4% |
| Q1 2023 | $678,639 | +23.4% | 34,802 | +22.1% | 0.11% | +20.5% |
| Q4 2022 | $550,035 | +3.4% | 28,514 | +0.2% | 0.09% | -9.3% |
| Q3 2022 | $532,000 | -5.2% | 28,443 | +6.9% | 0.10% | 0.0% |
| Q2 2022 | $561,000 | -10.5% | 26,612 | +5.7% | 0.10% | +12.8% |
| Q1 2022 | $627,000 | +0.6% | 25,171 | +112.8% | 0.09% | +1.2% |
| Q4 2021 | $623,000 | +19.3% | 11,828 | +3.5% | 0.08% | +9.0% |
| Q3 2021 | $522,000 | +0.8% | 11,425 | +1.0% | 0.08% | -1.3% |
| Q2 2021 | $518,000 | +23.3% | 11,315 | +10.8% | 0.08% | +9.7% |
| Q1 2021 | $420,000 | +14.1% | 10,212 | +5.3% | 0.07% | -1.4% |
| Q4 2020 | $368,000 | +46.0% | 9,702 | +36.2% | 0.07% | +12.3% |
| Q3 2020 | $252,000 | +4.6% | 7,123 | +4.2% | 0.06% | -5.8% |
| Q2 2020 | $241,000 | – | 6,836 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 1,384,351 | $48,964,000 | 14.38% |
| Moisand Fitzgerald Tamayo, LLC | 309,625 | $10,951,000 | 5.67% |
| Strategic Financial Planning, Inc. | 148,447 | $5,253,000 | 5.46% |
| Aurora Investment Managers, LLC. | 162,558 | $5,750,000 | 5.20% |
| Omega Financial Group, LLC | 210,355 | $7,440,000 | 4.53% |
| Northwest Quadrant Wealth Management, LLC | 238,689 | $8,421,000 | 3.34% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 912,383 | $32,271,000 | 2.81% |
| Courage Miller Partners, LLC | 144,223 | $5,080,000 | 2.73% |
| BlueSky Wealth Advisors, LLC | 256,528 | $9,409,000 | 2.46% |
| Adams Chetwood Wealth Management LLC | 70,441 | $2,491,000 | 2.40% |