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 | $5,217,222 | -13.5% | 293,928 | -4.8% | 1.28% | -12.2% |
| Q2 2023 | $6,032,524 | +2.6% | 308,885 | +2.4% | 1.46% | -5.7% |
| Q1 2023 | $5,881,792 | +5.1% | 301,630 | +3.9% | 1.55% | -11.5% |
| Q4 2022 | $5,598,717 | +6.4% | 290,239 | +3.1% | 1.75% | -11.6% |
| Q3 2022 | $5,263,000 | -8.3% | 281,617 | +3.4% | 1.98% | -11.0% |
| Q2 2022 | $5,741,000 | +35.8% | 272,230 | +60.3% | 2.23% | +40.2% |
| Q1 2022 | $4,228,000 | – | 169,865 | – | 1.59% | – |
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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% |