LUTS & GREENLEIGH GROUP, INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.

Quarter-by-quarter ownership
LUTS & GREENLEIGH GROUP, INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$376,300
-9.1%
21,2000.0%0.47%
-8.6%
Q2 2023$414,036
+0.2%
21,2000.0%0.51%
-2.5%
Q1 2023$413,400
+1.1%
21,2000.0%0.52%
+1.2%
Q4 2022$408,94821,2000.52%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 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