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 | $193,848 | -10.3% | 10,921 | -1.3% | 0.00% | – |
| Q2 2023 | $216,177 | -46.9% | 11,069 | -47.0% | 0.00% | – |
| Q1 2023 | $407,392 | +53.9% | 20,892 | +52.2% | 0.00% | – |
| Q4 2022 | $264,783 | -98.8% | 13,726 | -98.8% | 0.00% | -100.0% |
| Q3 2022 | $21,645,000 | -85.6% | 1,158,116 | -83.7% | 0.00% | -86.7% |
| Q2 2022 | $150,167,000 | -7.7% | 7,120,274 | +8.9% | 0.02% | +15.4% |
| Q1 2022 | $162,698,000 | +262.3% | 6,536,666 | +667.0% | 0.01% | +333.3% |
| Q4 2021 | $44,902,000 | +96.9% | 852,185 | +70.7% | 0.00% | +50.0% |
| Q3 2021 | $22,805,000 | -8.1% | 499,225 | -7.9% | 0.00% | 0.0% |
| Q2 2021 | $24,816,000 | +79.1% | 541,952 | +60.7% | 0.00% | +100.0% |
| Q1 2021 | $13,854,000 | +23381.4% | 337,158 | +21485.0% | 0.00% | – |
| Q4 2020 | $59,000 | +5.4% | 1,562 | -1.0% | 0.00% | – |
| Q3 2020 | $56,000 | +80.6% | 1,577 | +76.6% | 0.00% | – |
| Q2 2020 | $31,000 | -32.6% | 893 | -37.4% | 0.00% | – |
| Q1 2020 | $46,000 | -55.3% | 1,427 | -36.1% | 0.00% | – |
| Q4 2019 | $103,000 | -12.7% | 2,233 | -11.0% | 0.00% | – |
| Q3 2019 | $118,000 | +114.5% | 2,508 | +102.4% | 0.00% | – |
| Q2 2019 | $55,000 | +34.1% | 1,239 | +35.1% | 0.00% | – |
| Q1 2019 | $41,000 | -24.1% | 917 | -35.1% | 0.00% | – |
| Q4 2018 | $54,000 | -12.9% | 1,413 | -4.8% | 0.00% | – |
| Q3 2018 | $62,000 | – | 1,484 | – | 0.00% | – |
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% |