Matrix Trust Co - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHD and the CUSIP is 808524797. A total of 1,135 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.43 and the average weighting 1.5%.

Quarter-by-quarter ownership
Matrix Trust Co ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$14,095
+5.0%
199,195
+7.7%
3.68%
+6.2%
Q2 2023$13,428
+7.7%
184,912
+8.5%
3.46%
+3.1%
Q1 2023$12,469
-27.0%
170,437
-24.6%
3.36%
-22.3%
Q4 2022$17,080
-99.9%
226,109
-0.7%
4.32%
+0.3%
Q3 2022$15,125,000227,6814.31%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
APPLETON GROUP, LLC 220,012$15,568,05054.37%
Keystone Financial Planning, Inc. 1,680,787$118,932,50041.55%
CGC Financial Services, LLC 674,274$47,711,65333.36%
Kellett Wealth Advisors, LLC 415,824$29,423,72125.21%
Reitz Capital Advisors LLC 182,801$12,854,57824.55%
Rezny Wealth Management, Inc. 900,063$63,688,45822.42%
Walker Financial Services, Inc. 318,384$22,528,83621.89%
Dechtman Wealth Management, LLC 997,308$70,57020.90%
Wealth Management Solutions, LLC 413,874$29,285,74320.08%
HHM Wealth Advisors, LLC 1,443,765$102,160,87319.96%
View complete list of SCHWAB STRATEGIC TR shareholders