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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,046 | -2.1% | 10,601 | -2.3% | 0.01% | 0.0% |
| Q1 2023 | $211,506 | +1.1% | 10,846 | +0.0% | 0.01% | -12.5% |
| Q4 2022 | $209,114 | +3.5% | 10,841 | +0.1% | 0.01% | -11.1% |
| Q3 2022 | $202,000 | -84.7% | 10,833 | -82.8% | 0.01% | -83.9% |
| Q2 2022 | $1,324,000 | -3.7% | 62,802 | +8.1% | 0.06% | +1.8% |
| Q1 2022 | $1,375,000 | -10.6% | 58,080 | +99.0% | 0.06% | +1.9% |
| Q4 2021 | $1,538,000 | +493.8% | 29,188 | +415.2% | 0.05% | +440.0% |
| Q3 2021 | $259,000 | +2.4% | 5,665 | +2.3% | 0.01% | 0.0% |
| Q2 2021 | $253,000 | +11.5% | 5,536 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $227,000 | 0.0% | 5,517 | -26.6% | 0.01% | -63.0% |
| Q4 2013 | $227,000 | -2.2% | 7,515 | 0.0% | 0.03% | -12.9% |
| Q3 2013 | $232,000 | -36.3% | 7,515 | -33.8% | 0.03% | -44.6% |
| Q2 2013 | $364,000 | – | 11,350 | – | 0.06% | – |
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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% |