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 | $461,465 | -13.7% | 25,998 | -5.1% | 0.01% | -16.7% |
| Q2 2023 | $534,849 | +102755.6% | 27,386 | +2.7% | 0.01% | 0.0% |
| Q1 2023 | $520 | -9.1% | 26,672 | -10.1% | 0.01% | 0.0% |
| Q4 2022 | $572 | -99.9% | 29,672 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $554,000 | -20.3% | 29,672 | -10.2% | 0.01% | -12.5% |
| Q2 2022 | $695,000 | -12.7% | 33,030 | +3.1% | 0.01% | 0.0% |
| Q1 2022 | $796,000 | -48.5% | 32,036 | -5.5% | 0.01% | +14.3% |
| Q3 2021 | $1,546,000 | +122.1% | 33,916 | +123.0% | 0.01% | 0.0% |
| Q2 2021 | $696,000 | +11.0% | 15,206 | -0.5% | 0.01% | +16.7% |
| Q1 2021 | $627,000 | -2.3% | 15,279 | -9.8% | 0.01% | -14.3% |
| Q4 2020 | $642,000 | +7.4% | 16,937 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $598,000 | +0.3% | 16,937 | 0.0% | 0.01% | -20.0% |
| Q2 2020 | $596,000 | +4.0% | 16,937 | -3.6% | 0.01% | -16.7% |
| Q1 2020 | $573,000 | -33.1% | 17,568 | -5.9% | 0.01% | -7.7% |
| Q4 2019 | $857,000 | -2.5% | 18,668 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $879,000 | +5.5% | 18,668 | -0.5% | 0.01% | +7.7% |
| Q2 2019 | $833,000 | +3.5% | 18,761 | +3.5% | 0.01% | +8.3% |
| Q1 2019 | $805,000 | +14.3% | 18,130 | -0.8% | 0.01% | 0.0% |
| Q4 2018 | $704,000 | -10.1% | 18,275 | -2.7% | 0.01% | 0.0% |
| Q3 2018 | $783,000 | -0.1% | 18,775 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $784,000 | – | 18,775 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 597,749 | $24,585,000 | 13.92% |
| Fund Evaluation Group, LLC | 1,557,236 | $64,049,000 | 10.25% |
| APPLETON GROUP, LLC | 183,743 | $7,557,000 | 8.12% |
| Financial Engines Advisors L.L.C. | 4,573,795 | $188,125,000 | 6.28% |
| MONEYWISE, INC. | 191,393 | $7,872,000 | 6.22% |
| MCIA Inc | 152,286 | $6,264,000 | 5.56% |
| Tiller Private Wealth, Inc. | 155,950 | $6,414,000 | 5.00% |
| Moisand Fitzgerald Tamayo, LLC | 189,667 | $7,801,000 | 4.75% |
| Whitnell & Co. | 240,701 | $9,900,000 | 4.32% |
| Northwest Quadrant Wealth Management, LLC | 113,486 | $4,798,000 | 3.59% |