SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $192,021 | -20.3% | 10,818 | -12.3% | 0.12% | -19.6% |
| Q2 2023 | $240,971 | -18.8% | 12,338 | -18.9% | 0.14% | -23.5% |
| Q1 2023 | $296,681 | -9.6% | 15,214 | -10.6% | 0.19% | -13.4% |
| Q4 2022 | $328,358 | +1.3% | 17,022 | -1.7% | 0.22% | -5.7% |
| Q3 2022 | $324,000 | -13.1% | 17,317 | -2.2% | 0.23% | -6.5% |
| Q2 2022 | $373,000 | -18.9% | 17,706 | +102.7% | 0.24% | -2.8% |
| Q4 2021 | $460,000 | +4.5% | 8,737 | -50.6% | 0.25% | -0.8% |
| Q1 2021 | $440,000 | – | 17,670 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 1,384,351 | $48,964,000 | 14.38% |
| Moisand Fitzgerald Tamayo, LLC | 309,625 | $10,951,000 | 5.67% |
| Strategic Financial Planning, Inc. | 148,447 | $5,253,000 | 5.46% |
| Aurora Investment Managers, LLC. | 162,558 | $5,750,000 | 5.20% |
| Omega Financial Group, LLC | 210,355 | $7,440,000 | 4.53% |
| Northwest Quadrant Wealth Management, LLC | 238,689 | $8,421,000 | 3.34% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 912,383 | $32,271,000 | 2.81% |
| Courage Miller Partners, LLC | 144,223 | $5,080,000 | 2.73% |
| BlueSky Wealth Advisors, LLC | 256,528 | $9,409,000 | 2.46% |
| Adams Chetwood Wealth Management LLC | 70,441 | $2,491,000 | 2.40% |