Blue Trust, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Blue Trust, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$4
-100.0%
190
-49.1%
0.00%
Q3 2022$8,000
+300.0%
373
+432.9%
0.00%
Q2 2022$2,000700.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2022
NameSharesValueWeighting ↓
Matrix Trust Co 2,011,870$50,075,00012.38%
Gunma Bank,Ltd. 126,000$3,136,0007.42%
Strategic Financial Planning, Inc. 314,632$7,831,0006.51%
Tradewinds Capital Management, LLC 1,557,898$38,776,0006.29%
RATIONAL ADVISORS LLC 3,556,777$88,528,0005.24%
Moisand Fitzgerald Tamayo, LLC 441,129$10,980,0005.00%
WEALTH MANAGEMENT RESOURCES, INC. 261,709$6,514,0004.50%
Cypress Point Wealth Management, LLC 168,758$4,200,0004.27%
Upper Left Wealth Management, LLC 154,040$3,914,0004.06%
Northwest Quadrant Wealth Management, LLC 576,045$14,551,0003.99%
View complete list of SCHWAB STRATEGIC TR shareholders