SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,489,000 | -12.2% | 293,698 | -1.0% | 0.41% | -10.6% |
| Q2 2022 | $6,255,000 | -15.7% | 296,564 | -0.6% | 0.46% | +0.7% |
| Q1 2022 | $7,424,000 | -4.7% | 298,260 | +101.7% | 0.46% | -6.7% |
| Q4 2021 | $7,793,000 | +16.2% | 147,899 | +0.7% | 0.49% | +10.8% |
| Q3 2021 | $6,707,000 | -0.2% | 146,827 | +0.0% | 0.44% | +1.8% |
| Q2 2021 | $6,721,000 | +13.4% | 146,781 | +1.8% | 0.44% | -0.7% |
| Q1 2021 | $5,925,000 | +4.6% | 144,199 | -3.3% | 0.44% | -1.8% |
| Q4 2020 | $5,663,000 | +3.4% | 149,157 | -3.7% | 0.45% | -9.3% |
| Q3 2020 | $5,477,000 | -2.4% | 154,854 | -2.8% | 0.49% | -3.0% |
| Q2 2020 | $5,613,000 | – | 159,382 | – | 0.51% | – |
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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% |