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 | $13,171 | -86.2% | 742 | -84.8% | 0.00% | – |
| Q2 2023 | $95,580 | +658.8% | 4,894 | +657.6% | 0.00% | – |
| Q1 2023 | $12,597 | +319.9% | 646 | +893.8% | 0.00% | – |
| Q4 2021 | $3,000 | -72.7% | 65 | -72.6% | 0.00% | – |
| Q3 2021 | $11,000 | -21.4% | 237 | -20.5% | 0.00% | – |
| Q2 2021 | $14,000 | +366.7% | 298 | +358.5% | 0.00% | – |
| Q1 2021 | $3,000 | -91.4% | 65 | -92.9% | 0.00% | – |
| Q4 2020 | $35,000 | +6.1% | 910 | -3.7% | 0.00% | – |
| Q3 2020 | $33,000 | -51.5% | 945 | -51.2% | 0.00% | – |
| Q2 2020 | $68,000 | -53.1% | 1,936 | -56.4% | 0.00% | -100.0% |
| Q1 2020 | $145,000 | +195.9% | 4,436 | +319.7% | 0.00% | – |
| Q4 2019 | $49,000 | +22.5% | 1,057 | +25.1% | 0.00% | – |
| Q3 2019 | $40,000 | -45.2% | 845 | -48.5% | 0.00% | – |
| Q2 2019 | $73,000 | +92.1% | 1,641 | +94.2% | 0.00% | – |
| Q1 2019 | $38,000 | -11.6% | 845 | -24.0% | 0.00% | – |
| Q4 2018 | $43,000 | +22.9% | 1,112 | +31.6% | 0.00% | – |
| Q3 2018 | $35,000 | 0.0% | 845 | 0.0% | 0.00% | – |
| Q2 2018 | $35,000 | +9.4% | 845 | 0.0% | 0.00% | – |
| Q1 2018 | $32,000 | -8.6% | 845 | 0.0% | 0.00% | – |
| Q4 2017 | $35,000 | -12.5% | 845 | -14.0% | 0.00% | – |
| Q3 2017 | $40,000 | -2.4% | 983 | 0.0% | 0.00% | – |
| Q2 2017 | $41,000 | +20.6% | 983 | +16.3% | 0.00% | – |
| Q1 2017 | $34,000 | -8.1% | 845 | -5.7% | 0.00% | – |
| Q4 2016 | $37,000 | +2.8% | 896 | +6.0% | 0.00% | – |
| Q3 2016 | $36,000 | -2.7% | 845 | 0.0% | 0.00% | – |
| Q2 2016 | $37,000 | +825.0% | 845 | +818.5% | 0.00% | – |
| Q1 2016 | $4,000 | -90.2% | 92 | -90.8% | 0.00% | – |
| Q1 2015 | $41,000 | – | 1,000 | – | 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% |