SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $251,391 | +16.0% | 12,872 | +15.8% | 0.00% | -100.0% |
| Q1 2023 | $216,716 | -23.3% | 11,113 | -24.1% | 0.00% | 0.0% |
| Q4 2022 | $282,393 | -16.5% | 14,645 | -19.0% | 0.00% | 0.0% |
| Q3 2022 | $338,000 | -1.7% | 18,073 | +10.5% | 0.00% | 0.0% |
| Q2 2022 | $344,000 | +4.9% | 16,352 | +23.9% | 0.00% | +33.3% |
| Q1 2022 | $328,000 | -1.8% | 13,199 | +107.9% | 0.00% | 0.0% |
| Q4 2021 | $334,000 | +7.4% | 6,350 | -6.7% | 0.00% | -25.0% |
| Q3 2021 | $311,000 | – | 6,804 | – | 0.00% | – |
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% |