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 | $1,030,494 | -9.1% | 58,056 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $1,133,834 | +0.2% | 58,056 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $1,132,092 | +100979.6% | 58,056 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $1,120 | -99.9% | 58,056 | +6.9% | 0.01% | -6.7% |
| Q3 2022 | $1,015,000 | -11.4% | 54,311 | 0.0% | 0.02% | -11.8% |
| Q2 2022 | $1,145,000 | +12.7% | 54,311 | +33.0% | 0.02% | +41.7% |
| Q1 2022 | $1,016,000 | +32.3% | 40,831 | +180.3% | 0.01% | +33.3% |
| Q4 2021 | $768,000 | +15.5% | 14,568 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $665,000 | -8.5% | 14,568 | -8.3% | 0.01% | -11.1% |
| Q2 2021 | $727,000 | +5.2% | 15,886 | -5.5% | 0.01% | 0.0% |
| Q1 2021 | $691,000 | +13.3% | 16,806 | +4.6% | 0.01% | +12.5% |
| Q4 2020 | $610,000 | +12.3% | 16,066 | +4.7% | 0.01% | 0.0% |
| Q3 2020 | $543,000 | +8.2% | 15,352 | +7.6% | 0.01% | -11.1% |
| Q2 2020 | $502,000 | +26.4% | 14,263 | +17.5% | 0.01% | +12.5% |
| Q1 2020 | $397,000 | -29.4% | 12,140 | -0.7% | 0.01% | -11.1% |
| Q4 2019 | $562,000 | +4.7% | 12,221 | +7.4% | 0.01% | +12.5% |
| Q3 2019 | $537,000 | +0.9% | 11,376 | -4.9% | 0.01% | 0.0% |
| Q2 2019 | $532,000 | 0.0% | 11,967 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $532,000 | – | 11,967 | – | 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% |