SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,621,190 | -22.4% | 147,673 | -14.6% | 2.30% | -36.0% |
| Q2 2023 | $3,376,182 | -1.9% | 172,872 | -2.0% | 3.60% | -25.9% |
| Q1 2023 | $3,440,205 | +8.5% | 176,421 | +7.4% | 4.85% | -2.4% |
| Q4 2022 | $3,169,624 | -3.3% | 164,314 | -6.3% | 4.97% | -18.4% |
| Q3 2022 | $3,277,000 | -12.6% | 175,347 | -1.4% | 6.09% | -7.5% |
| Q2 2022 | $3,751,000 | -10.7% | 177,850 | +5.4% | 6.58% | +54.3% |
| Q1 2022 | $4,200,000 | +1.1% | 168,758 | +114.0% | 4.27% | +10.8% |
| Q4 2021 | $4,155,000 | -40.6% | 78,856 | -48.5% | 3.85% | +54.3% |
| Q3 2021 | $6,992,000 | +112.7% | 153,060 | +113.2% | 2.50% | +6.7% |
| Q2 2021 | $3,288,000 | +14.3% | 71,808 | +2.6% | 2.34% | -21.9% |
| Q1 2021 | $2,876,000 | +21.0% | 70,002 | +11.9% | 2.99% | -17.1% |
| Q4 2020 | $2,376,000 | – | 62,564 | – | 3.61% | – |
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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% |