SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,135 | -45.4% | 120 | -40.0% | 0.00% | -50.0% |
| Q2 2023 | $3,911 | -48.3% | 200 | -48.5% | 0.00% | -60.0% |
| Q1 2023 | $7,571 | -5.4% | 388 | -5.6% | 0.01% | 0.0% |
| Q4 2022 | $8,000 | 0.0% | 411 | 0.0% | 0.01% | -16.7% |
| Q3 2022 | $8,000 | -55.6% | 411 | -51.2% | 0.01% | -53.8% |
| Q2 2022 | $18,000 | -18.2% | 843 | -2.4% | 0.01% | -23.5% |
| Q1 2022 | $22,000 | -40.5% | 864 | +23.8% | 0.02% | -39.3% |
| Q4 2021 | $37,000 | – | 698 | – | 0.03% | – |
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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% |