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 2023 | $2,307 | -8.5% | 130 | +0.8% | 0.00% | – |
| Q2 2023 | $2,520 | +1.0% | 129 | +0.8% | 0.00% | -100.0% |
| Q1 2023 | $2,495 | -19.8% | 128 | -20.5% | 0.00% | 0.0% |
| Q4 2022 | $3,110 | +3.7% | 161 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 160 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 159 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 159 | +117.8% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | +33.3% | 73 | +1.4% | 0.00% | – |
| Q3 2021 | $3,000 | -25.0% | 72 | -15.3% | 0.00% | -100.0% |
| Q2 2021 | $4,000 | +33.3% | 85 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | +50.0% | 85 | +26.9% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 67 | +24.1% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 54 | +1.9% | 0.00% | -100.0% |
| Q1 2020 | $2,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | -33.3% | 53 | 0.0% | 0.00% | -100.0% |
| Q3 2019 | $3,000 | +50.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | -92.6% | 53 | -92.9% | 0.00% | -94.1% |
| Q2 2015 | $27,000 | – | 749 | – | 0.02% | – |
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% |