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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,485 | -23.7% | 10,317 | -23.8% | 0.13% | -20.1% |
| Q1 2023 | $264,037 | -1.4% | 13,540 | -2.4% | 0.16% | -6.8% |
| Q4 2022 | $267,684 | -8.0% | 13,877 | -10.8% | 0.18% | -15.0% |
| Q3 2022 | $291,000 | -11.0% | 15,564 | +0.5% | 0.21% | -17.5% |
| Q2 2022 | $327,000 | -14.8% | 15,494 | +0.3% | 0.25% | -5.6% |
| Q1 2022 | $384,000 | -13.3% | 15,447 | +83.6% | 0.27% | -11.0% |
| Q4 2021 | $443,000 | +13.9% | 8,413 | -1.2% | 0.30% | -12.3% |
| Q3 2021 | $389,000 | -3.2% | 8,516 | -3.0% | 0.34% | -17.4% |
| Q2 2021 | $402,000 | – | 8,782 | – | 0.41% | – |
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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% |