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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $23,148,000 | +12.6% | 1,200,000 | +9.1% | 0.11% | +13.0% |
Q3 2022 | $20,559,000 | -30.4% | 1,100,000 | -21.4% | 0.10% | -23.7% |
Q2 2022 | $29,526,000 | -15.3% | 1,400,000 | 0.0% | 0.13% | +9.2% |
Q1 2022 | $34,846,000 | +32.3% | 1,400,000 | +180.0% | 0.12% | +114.3% |
Q4 2021 | $26,345,000 | – | 500,000 | – | 0.06% | – |
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% |