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 | $18 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
Q2 2023 | $43,396 | -34.8% | 2,222 | -34.9% | 0.01% | -38.9% |
Q1 2023 | $66,554 | -46.1% | 3,413 | -46.7% | 0.02% | -51.4% |
Q4 2022 | $123,439 | -43.6% | 6,399 | -45.3% | 0.04% | -50.0% |
Q3 2022 | $219,000 | -55.5% | 11,697 | -40.8% | 0.07% | -50.7% |
Q1 2022 | $492,000 | +7.7% | 19,773 | +128.2% | 0.15% | +9.5% |
Q4 2021 | $457,000 | – | 8,666 | – | 0.14% | – |
Download |
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% |