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 | $1,101 | -95.9% | 62 | -94.3% | 0.00% | -95.5% |
Q1 2022 | $27,000 | -6.9% | 1,094 | +100.0% | 0.02% | 0.0% |
Q4 2021 | $29,000 | +16.0% | 547 | 0.0% | 0.02% | +10.0% |
Q3 2021 | $25,000 | 0.0% | 547 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $25,000 | +13.6% | 547 | 0.0% | 0.02% | +11.1% |
Q1 2021 | $22,000 | +2100.0% | 547 | +1234.1% | 0.02% | +1700.0% |
Q2 2020 | $1,000 | 0.0% | 41 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $1,000 | – | 41 | – | 0.00% | – |
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% |