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 | $962 | +8.3% | 54,178 | +19.2% | 0.01% | +7.7% |
| Q2 2023 | $888 | -10.6% | 45,463 | -10.7% | 0.01% | -13.3% |
| Q1 2023 | $993 | -79.8% | 50,920 | -80.0% | 0.02% | -78.3% |
| Q4 2022 | $4,923 | -99.2% | 255,222 | +673.9% | 0.07% | +527.3% |
| Q3 2022 | $616,000 | -8.1% | 32,978 | +3.8% | 0.01% | -8.3% |
| Q2 2022 | $670,000 | -11.8% | 31,786 | +4.2% | 0.01% | +9.1% |
| Q1 2022 | $760,000 | +9.0% | 30,517 | +130.7% | 0.01% | -8.3% |
| Q4 2021 | $697,000 | +2.3% | 13,230 | -11.3% | 0.01% | -7.7% |
| Q3 2021 | $681,000 | +2.7% | 14,915 | +3.0% | 0.01% | 0.0% |
| Q2 2021 | $663,000 | +24.4% | 14,480 | +11.7% | 0.01% | +18.2% |
| Q1 2021 | $533,000 | +31.0% | 12,968 | +20.9% | 0.01% | +22.2% |
| Q4 2020 | $407,000 | +39.9% | 10,724 | +63.6% | 0.01% | -25.0% |
| Q1 2019 | $291,000 | +26.5% | 6,557 | +18.7% | 0.01% | +9.1% |
| Q3 2018 | $230,000 | -1.7% | 5,522 | -1.4% | 0.01% | -8.3% |
| Q2 2018 | $234,000 | +9.3% | 5,600 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $214,000 | -14.7% | 5,600 | -7.2% | 0.01% | -25.0% |
| Q4 2017 | $251,000 | +392.2% | 6,032 | +413.4% | 0.02% | +166.7% |
| Q2 2016 | $51,000 | +24.4% | 1,175 | +12.4% | 0.01% | +50.0% |
| Q4 2015 | $41,000 | +2.5% | 1,045 | -2.8% | 0.00% | -20.0% |
| Q3 2015 | $40,000 | – | 1,075 | – | 0.01% | – |
Download | ||||||
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% |