H&H Retirement Design & Management INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHE and the CUSIP is 808524706. A total of 665 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.5%.

Quarter-by-quarter ownership
H&H Retirement Design & Management INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$348,294
-22.1%
13,537
-33.9%
0.29%
-30.2%
Q3 2022$447,000
-10.2%
20,483
+2.6%
0.42%
+15.7%
Q2 2022$498,00019,9630.36%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 804,912$24,534,00014.79%
Holistic Financial Partners 671,681$20,473,00012.62%
Heartwood Wealth Advisors LLC 1,542,092$47,003,0007.32%
Jacobsen Capital Management 445,468$13,578,0006.86%
Radnor Financial Advisors, LLC 597,470$18,211,0006.57%
Hamilton Capital, LLC 2,470,565$75,303,0006.50%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 445,850$13,590,0006.49%
MATHER GROUP, LLC. 8,549,016$260,574,0006.27%
Northern Capital Management, Inc. 223,688$6,818,0005.83%
Red Tortoise LLC 314,225$7,039,0005.50%
View complete list of SCHWAB STRATEGIC TR shareholders