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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,953,091 | -12.9% | 402,916 | -1.6% | 0.01% | -26.7% |
| Q2 2023 | $7,984,409 | +11.7% | 409,276 | +4.1% | 0.02% | -16.7% |
| Q1 2023 | $7,150,523 | +3.6% | 393,163 | +9.7% | 0.02% | 0.0% |
| Q4 2022 | $6,899,492 | +3.5% | 358,275 | -0.5% | 0.02% | -50.0% |
| Q3 2022 | $6,667,000 | -7.6% | 360,126 | +5.2% | 0.04% | +9.1% |
| Q2 2022 | $7,216,000 | -15.2% | 342,192 | -0.2% | 0.03% | +32.0% |
| Q1 2022 | $8,512,000 | -1.5% | 343,002 | +109.3% | 0.02% | -13.8% |
| Q4 2021 | $8,646,000 | – | 163,855 | – | 0.03% | – |
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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% |