Y-Intercept (Hong Kong) Ltd - SCHWAB STRATEGIC TR ownership

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
Y-Intercept (Hong Kong) Ltd ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$285,861
-45.6%
14,637
-30.7%
0.03%
-75.0%
Q1 2022$525,000
+32.6%
21,109
+180.7%
0.12%
+27.7%
Q4 2021$396,000
-2.7%
7,519
-23.5%
0.09%
-13.8%
Q1 2021$407,0009,8310.11%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matrix Trust Co 1,407,892$53,458,00015.03%
Moisand Fitzgerald Tamayo, LLC 328,525$12,474,0005.62%
Strategic Financial Planning, Inc. 162,862$6,184,0005.42%
Omega Financial Group, LLC 215,361$8,177,0004.42%
Cypress Point Wealth Management, LLC 62,564$2,376,0003.61%
Northwest Quadrant Wealth Management, LLC 245,729$9,227,0003.12%
Courage Miller Partners, LLC 173,178$6,576,0003.02%
MONETA GROUP INVESTMENT ADVISORS LLC 921,859$35,003,0002.52%
BlueSky Wealth Advisors, LLC 273,631$10,390,0002.51%
Adams Chetwood Wealth Management LLC 71,109$2,700,0002.24%
View complete list of SCHWAB STRATEGIC TR shareholders