SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $794,000 | -80.4% | 6,500 | +374.8% | 0.07% | -83.0% |
| Q1 2022 | $4,052,000 | -19.1% | 1,369 | -98.9% | 0.40% | -62.5% |
| Q4 2017 | $5,011,000 | +3.4% | 120,410 | +2.2% | 1.05% | -4.3% |
| Q3 2017 | $4,845,000 | +3.5% | 117,788 | +3.7% | 1.10% | -2.2% |
| Q2 2017 | $4,681,000 | +10.2% | 113,591 | +9.1% | 1.12% | +4.1% |
| Q1 2017 | $4,247,000 | +20.9% | 104,147 | +21.6% | 1.08% | +12.4% |
| Q4 2016 | $3,513,000 | +28.3% | 85,618 | +33.3% | 0.96% | +23.3% |
| Q3 2016 | $2,739,000 | +23.9% | 64,212 | +26.1% | 0.78% | +18.5% |
| Q2 2016 | $2,211,000 | – | 50,905 | – | 0.66% | – |
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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% |