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 | $192,021 | -20.3% | 10,818 | -12.3% | 0.12% | -19.6% |
Q2 2023 | $240,971 | -18.8% | 12,338 | -18.9% | 0.14% | -23.5% |
Q1 2023 | $296,681 | -9.6% | 15,214 | -10.6% | 0.19% | -13.4% |
Q4 2022 | $328,358 | +1.3% | 17,022 | -1.7% | 0.22% | -5.7% |
Q3 2022 | $324,000 | -13.1% | 17,317 | -2.2% | 0.23% | -6.5% |
Q2 2022 | $373,000 | -18.9% | 17,706 | +102.7% | 0.24% | -2.8% |
Q4 2021 | $460,000 | +4.5% | 8,737 | -50.6% | 0.25% | -0.8% |
Q1 2021 | $440,000 | – | 17,670 | – | 0.25% | – |
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% |