Halpern Financial, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

Quarter-by-quarter ownership
Halpern Financial, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2022$1,643
-5.5%
66
+100.0%
0.00%0.0%
Q4 2021$1,739
-97.4%
33
-97.7%
0.00%
-98.0%
Q4 2019$65,9991,4360.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 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