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 | $1,674,876 | -7.2% | 94,359 | +2.1% | 0.07% | -2.7% |
| Q2 2023 | $1,805,103 | +7.8% | 92,427 | +7.7% | 0.08% | 0.0% |
| Q1 2023 | $1,674,059 | +19.3% | 85,849 | +18.1% | 0.08% | +13.6% |
| Q4 2022 | $1,402,656 | +234.0% | 72,714 | +223.5% | 0.07% | +200.0% |
| Q3 2022 | $420,000 | -11.4% | 22,475 | 0.0% | 0.02% | -12.0% |
| Q2 2022 | $474,000 | -15.2% | 22,475 | +0.0% | 0.02% | +8.7% |
| Q1 2022 | $559,000 | -5.6% | 22,474 | +100.0% | 0.02% | -4.2% |
| Q4 2021 | $592,000 | – | 11,237 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,011,870 | $50,075,000 | 12.38% |
| Gunma Bank,Ltd. | 126,000 | $3,136,000 | 7.42% |
| Strategic Financial Planning, Inc. | 314,632 | $7,831,000 | 6.51% |
| Tradewinds Capital Management, LLC | 1,557,898 | $38,776,000 | 6.29% |
| RATIONAL ADVISORS LLC | 3,556,777 | $88,528,000 | 5.24% |
| Moisand Fitzgerald Tamayo, LLC | 441,129 | $10,980,000 | 5.00% |
| WEALTH MANAGEMENT RESOURCES, INC. | 261,709 | $6,514,000 | 4.50% |
| Cypress Point Wealth Management, LLC | 168,758 | $4,200,000 | 4.27% |
| Upper Left Wealth Management, LLC | 154,040 | $3,914,000 | 4.06% |
| Northwest Quadrant Wealth Management, LLC | 576,045 | $14,551,000 | 3.99% |