SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $435,506 | +82.3% | 24,536 | +100.5% | 0.01% | -7.1% |
| Q2 2023 | $238,958 | +163.5% | 12,235 | +163.1% | 0.01% | +100.0% |
| Q1 2023 | $90,679 | +1.2% | 4,650 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $89,623 | +69.1% | 4,646 | +64.3% | 0.01% | +40.0% |
| Q3 2022 | $53,000 | +278.6% | 2,827 | +312.1% | 0.01% | +400.0% |
| Q2 2022 | $14,000 | +180.0% | 686 | +270.8% | 0.00% | – |
| Q1 2022 | $5,000 | +150.0% | 185 | +516.7% | 0.00% | – |
| Q4 2021 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -66.7% | 30 | -67.7% | 0.00% | – |
| Q1 2020 | $3,000 | – | 93 | – | 0.00% | – |
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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% |