SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,794 | +0.4% | 19,256 | +10.5% | 0.00% | 0.0% |
| Q2 2023 | $340,310 | -77.3% | 17,425 | -77.3% | 0.00% | -75.0% |
| Q1 2023 | $1,499,414 | +61000.8% | 76,893 | -39.6% | 0.00% | -33.3% |
| Q4 2022 | $2,454 | -99.9% | 127,206 | +27.1% | 0.01% | 0.0% |
| Q3 2022 | $1,871,000 | +234.1% | 100,105 | +277.3% | 0.01% | +200.0% |
| Q2 2022 | $560,000 | -17.2% | 26,535 | -2.3% | 0.00% | 0.0% |
| Q1 2022 | $676,000 | -8.4% | 27,152 | +93.8% | 0.00% | 0.0% |
| Q4 2021 | $738,000 | +60.1% | 14,013 | +39.0% | 0.00% | +100.0% |
| Q3 2021 | $461,000 | -0.2% | 10,081 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $462,000 | +11.1% | 10,081 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $416,000 | – | 10,135 | – | 0.00% | – |
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% |