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 2022 | $213,000 | -22.5% | 11,384 | -12.6% | 0.03% | -22.9% |
| Q2 2022 | $275,000 | -16.2% | 13,032 | -1.1% | 0.04% | -16.7% |
| Q1 2022 | $328,000 | -7.1% | 13,175 | +96.7% | 0.04% | -2.3% |
| Q4 2021 | $353,000 | +15.4% | 6,698 | 0.0% | 0.04% | +13.2% |
| Q3 2021 | $306,000 | -6.7% | 6,698 | -2.1% | 0.04% | 0.0% |
| Q2 2021 | $328,000 | +16.7% | 6,844 | 0.0% | 0.04% | +11.8% |
| Q1 2021 | $281,000 | +8.1% | 6,844 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $260,000 | -13.6% | 6,844 | -19.6% | 0.03% | -19.0% |
| Q3 2020 | $301,000 | -5.9% | 8,510 | -6.2% | 0.04% | -8.7% |
| Q2 2020 | $320,000 | +42.2% | 9,077 | +32.3% | 0.05% | +24.3% |
| Q1 2020 | $225,000 | -25.0% | 6,862 | +1.8% | 0.04% | -11.9% |
| Q2 2019 | $300,000 | 0.0% | 6,741 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $300,000 | +15.4% | 6,741 | 0.0% | 0.04% | +5.0% |
| Q4 2018 | $260,000 | +766.7% | 6,741 | +754.4% | 0.04% | +900.0% |
| Q1 2018 | $30,000 | – | 789 | – | 0.00% | – |
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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% |