SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 457 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $252,935 | +17.5% | 12,213 | +0.7% | 0.14% | +4.5% |
| Q3 2023 | $215,321 | -8.7% | 12,131 | +0.5% | 0.13% | -7.0% |
| Q2 2023 | $235,818 | -15.1% | 12,075 | -15.3% | 0.14% | -13.9% |
| Q1 2023 | $277,893 | +1.3% | 14,251 | +0.2% | 0.16% | -5.2% |
| Q4 2022 | $274,338 | -43.1% | 14,222 | -44.8% | 0.17% | -47.4% |
| Q3 2022 | $482,000 | -49.3% | 25,775 | -42.8% | 0.33% | -52.4% |
| Q2 2022 | $951,000 | -26.7% | 45,073 | -13.5% | 0.70% | -16.4% |
| Q1 2022 | $1,298,000 | -16.5% | 52,132 | +76.8% | 0.83% | -8.9% |
| Q4 2021 | $1,554,000 | – | 29,492 | – | 0.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Matrix Trust Co | 2,089,064 | $40,298 | 10.20% |
| Strategic Financial Planning, Inc. | 306,116 | $5,904,969 | 5.72% |
| Pioneer Wealth Management Group | 280,900 | $5,418,569 | 5.10% |
| Cypress Point Wealth Management, LLC | 164,314 | $3,169,624 | 4.97% |
| WEALTH MANAGEMENT RESOURCES, INC. | 297,911 | $5,746,711 | 3.73% |
| RATIONAL ADVISORS LLC | 2,295,446 | $44,279,153 | 3.67% |
| Moisand Fitzgerald Tamayo, LLC | 814,626 | $15,714,138 | 3.58% |
| Upper Left Wealth Management, LLC | 150,956 | $2,911,941 | 3.44% |
| Courage Miller Partners, LLC | 384,577 | $7,418,495 | 3.42% |
| Firestone Capital Management | 427,375 | $8,244,065 | 3.06% |