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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,879 | -9.0% | 1,796 | 0.0% | 0.00% | – |
| Q2 2023 | $35,022 | 0.0% | 1,796 | 0.0% | 0.00% | – |
| Q1 2023 | $35,022 | +1.1% | 1,796 | 0.0% | 0.00% | – |
| Q4 2022 | $34,644 | +5.0% | 1,796 | 0.0% | 0.00% | – |
| Q3 2022 | $33,000 | -10.8% | 1,796 | -2.5% | 0.00% | – |
| Q2 2022 | $37,000 | -15.9% | 1,842 | +2.6% | 0.00% | – |
| Q1 2022 | $44,000 | +1366.7% | 1,796 | +2502.9% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 69 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | +50.0% | 69 | +32.7% | 0.00% | – |
| Q1 2021 | $2,000 | -93.9% | 52 | -93.0% | 0.00% | – |
| Q2 2019 | $33,000 | -21.4% | 743 | -22.0% | 0.00% | – |
| Q1 2019 | $42,000 | -88.9% | 953 | -89.7% | 0.00% | -100.0% |
| Q2 2017 | $377,000 | 0.0% | 9,252 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $377,000 | – | 9,252 | – | 0.00% | – |
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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% |