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 | $793,284 | +11.5% | 44,692 | +22.7% | 0.26% | 0.0% |
| Q2 2023 | $711,424 | -5.8% | 36,427 | -6.0% | 0.26% | +47.4% |
| Q1 2023 | $755,276 | +2.6% | 38,732 | +1.5% | 0.17% | +10.9% |
| Q4 2022 | $736,235 | -9.1% | 38,167 | -11.9% | 0.16% | -29.4% |
| Q3 2022 | $810,000 | -49.1% | 43,338 | -42.6% | 0.22% | -48.4% |
| Q2 2022 | $1,591,000 | -47.5% | 75,443 | -38.0% | 0.43% | -45.1% |
| Q1 2022 | $3,028,000 | -99.9% | 121,642 | +100.5% | 0.78% | -1.0% |
| Q4 2021 | $3,197,334,000 | +114172.1% | 60,682 | -0.9% | 0.79% | -43.7% |
| Q3 2021 | $2,798,000 | -4.6% | 61,247 | -4.4% | 1.40% | -40.5% |
| Q2 2021 | $2,934,000 | +6.6% | 64,079 | -4.4% | 2.35% | +9.5% |
| Q1 2021 | $2,753,000 | +25.5% | 67,007 | +115429.3% | 2.14% | +20.7% |
| Q4 2020 | $2,193,000 | 0.0% | 58 | -99.9% | 1.78% | +2.5% |
| Q3 2020 | $2,193,000 | +23.5% | 57,728 | +14.5% | 1.73% | +53.1% |
| Q2 2020 | $1,776,000 | +23.2% | 50,413 | +14.5% | 1.13% | -22.8% |
| Q1 2020 | $1,441,000 | -49.5% | 44,015 | -29.0% | 1.46% | -35.3% |
| Q4 2019 | $2,851,000 | – | 62,023 | – | 2.26% | – |
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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% |