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 | $2,140 | -7.5% | 120,565 | +1.8% | 0.90% | -2.3% |
| Q2 2023 | $2,314 | -0.3% | 118,461 | -0.5% | 0.92% | -5.0% |
| Q1 2023 | $2,322 | +2.3% | 119,060 | +1.2% | 0.97% | -3.4% |
| Q4 2022 | $2,269 | -99.9% | 117,615 | +10.1% | 1.01% | +7.9% |
| Q3 2022 | $1,996,000 | -15.2% | 106,810 | +3.7% | 0.93% | -1.8% |
| Q2 2022 | $2,354,000 | -7.7% | 102,994 | +0.5% | 0.95% | +2.0% |
| Q1 2022 | $2,550,000 | -1.0% | 102,435 | +109.5% | 0.93% | +1.1% |
| Q4 2021 | $2,576,000 | +19.0% | 48,897 | +3.2% | 0.92% | +14.7% |
| Q3 2021 | $2,165,000 | -5.2% | 47,388 | -5.0% | 0.80% | -5.3% |
| Q2 2021 | $2,284,000 | -7.1% | 49,887 | -16.6% | 0.85% | -0.4% |
| Q1 2021 | $2,458,000 | +20.7% | 59,813 | +11.6% | 0.85% | +6.8% |
| Q4 2020 | $2,036,000 | +25.8% | 53,615 | +17.2% | 0.80% | +8.9% |
| Q3 2020 | $1,618,000 | – | 45,750 | – | 0.73% | – |
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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% |