SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,102,350 | +4.9% | 107,813 | +3.8% | 0.92% | +0.5% |
| Q4 2022 | $2,003,266 | -50.2% | 103,850 | -51.7% | 0.91% | -57.1% |
| Q3 2022 | $4,019,876 | +3.1% | 215,082 | +16.4% | 2.12% | +7.0% |
| Q2 2022 | $3,897,891 | +21.4% | 184,822 | +43.3% | 1.98% | +15.3% |
| Q1 2022 | $3,211,012 | +184.2% | 129,008 | +501.6% | 1.72% | +168.9% |
| Q4 2021 | $1,129,944 | – | 21,445 | – | 0.64% | – |
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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% |