SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,112 | -9.1% | 288 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,625 | +0.2% | 288 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $5,616 | +4.3% | 288 | 0.0% | 0.00% | -33.3% |
| Q4 2022 | $5,383 | +7.7% | 288 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $5,000 | -16.7% | 288 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $6,000 | -14.3% | 288 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 288 | +100.0% | 0.00% | -25.0% |
| Q4 2021 | $8,000 | +14.3% | 144 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | +250.0% | 144 | +227.3% | 0.00% | +300.0% |
| Q2 2021 | $2,000 | – | 44 | +1000.0% | 0.00% | – |
| Q1 2021 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 4 | – | 0.00% | – |
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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% |