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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $235,970 | -25.1% | 13,313 | -17.4% | 0.44% | -18.5% |
Q2 2023 | $314,904 | +100830.8% | 16,124 | +0.8% | 0.54% | +8.5% |
Q1 2023 | $312 | -99.9% | 15,991 | +1.5% | 0.49% | +12.0% |
Q4 2022 | $303,769 | +3.7% | 15,748 | +0.7% | 0.44% | +27.8% |
Q3 2022 | $293,000 | -10.4% | 15,638 | +0.6% | 0.34% | -0.9% |
Q2 2022 | $327,000 | +36.2% | 15,541 | +59.7% | 0.35% | +53.3% |
Q1 2022 | $240,000 | – | 9,734 | – | 0.23% | – |
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% |