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

SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
H&H Retirement Design & Management INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$604,148
-67.7%
12,006
-68.9%
0.51%
-71.1%
Q3 2022$1,873,000
-9.3%
38,579
-2.8%
1.76%
+17.0%
Q2 2022$2,065,00039,6891.51%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2022
NameSharesValueWeighting ↓
Cornerstone Wealth Advisors, Inc. 719,307$34,483,57812.16%
Northwest Capital Management Inc 600,030$28,765,44811.11%
HC Advisors, LLC 250,445$12,006,3787.14%
Beacon Wealthcare LLC 266,966$12,798,3676.76%
Upper Left Wealth Management, LLC 131,494$6,303,8236.56%
WestHill Financial Advisors, Inc. 458,657$21,988,0176.42%
Hilton Capital Management, LLC 959,558$46,001,2036.13%
Charles Schwab Investment Advisory, Inc. 77,254,712$3,703,590,8785.85%
Moisand Fitzgerald Tamayo, LLC 530,955$25,453,9835.37%
Your Advocates Ltd., LLP 185,501$8,892,8955.31%
View complete list of SCHWAB STRATEGIC TR shareholders