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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $61,333 | -23.1% | 3,145 | -23.9% | 0.02% | -26.1% |
Q4 2022 | $79,737 | +3.6% | 4,134 | +0.4% | 0.02% | -8.0% |
Q3 2022 | $77,000 | -11.5% | 4,119 | +0.3% | 0.02% | -7.4% |
Q2 2022 | $87,000 | -26.3% | 4,105 | -13.5% | 0.03% | -12.9% |
Q1 2022 | $118,000 | -5.6% | 4,743 | +100.0% | 0.03% | 0.0% |
Q4 2021 | $125,000 | +43.7% | 2,372 | +11.7% | 0.03% | +24.0% |
Q1 2021 | $87,000 | +52.6% | 2,123 | +31.8% | 0.02% | +25.0% |
Q3 2020 | $57,000 | -3.4% | 1,611 | +28.4% | 0.02% | -4.8% |
Q3 2019 | $59,000 | +28.3% | 1,255 | +12.6% | 0.02% | +5.0% |
Q3 2017 | $46,000 | 0.0% | 1,115 | 0.0% | 0.02% | -4.8% |
Q2 2017 | $46,000 | – | 1,115 | – | 0.02% | – |
Download |
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% |