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 | $19,074,000 | +88558.5% | 1,074,611 | -2.4% | 1.13% | -4.6% |
| Q2 2023 | $21,514 | +58.0% | 1,101,560 | +57.7% | 1.19% | +41.1% |
| Q1 2023 | $13,618 | +6.8% | 698,362 | +5.6% | 0.84% | +0.2% |
| Q4 2022 | $12,751 | -99.9% | 661,034 | +19.2% | 0.84% | +11.7% |
| Q3 2022 | $10,361,000 | -3.2% | 554,348 | +9.2% | 0.75% | -1.4% |
| Q2 2022 | $10,709,000 | -7.7% | 507,762 | +8.9% | 0.76% | +3.2% |
| Q1 2022 | $11,605,000 | -4.1% | 466,240 | +102.9% | 0.74% | -3.1% |
| Q4 2021 | $12,106,000 | +13.5% | 229,758 | -1.6% | 0.76% | -33.2% |
| Q3 2021 | $10,668,000 | -14.4% | 233,545 | -10.7% | 1.14% | +24.0% |
| Q2 2021 | $12,468,000 | +14.4% | 261,653 | -1.3% | 0.92% | +4.0% |
| Q1 2021 | $10,897,000 | +8.6% | 265,199 | +0.4% | 0.89% | +6.7% |
| Q4 2020 | $10,032,000 | +6.2% | 264,217 | -1.1% | 0.83% | -6.8% |
| Q3 2020 | $9,446,000 | +12.8% | 267,052 | +12.3% | 0.89% | +4.9% |
| Q2 2020 | $8,375,000 | +52.0% | 237,779 | +41.3% | 0.85% | +23.9% |
| Q1 2020 | $5,509,000 | – | 168,252 | – | 0.68% | – |
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% |