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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $586 | +0.2% | 30 | 0.0% | 0.00% | – |
Q1 2023 | $585 | +1.0% | 30 | 0.0% | 0.00% | – |
Q4 2022 | $579 | -42.1% | 30 | 0.0% | 0.00% | -100.0% |
Q3 2022 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $1,000 | 0.0% | 30 | +100.0% | 0.00% | – |
Q4 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | -100.0% |
Q3 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $1,000 | – | 15 | 0.0% | 0.00% | – |
Q1 2020 | $0 | -100.0% | 15 | -94.5% | 0.00% | -100.0% |
Q3 2019 | $13,000 | +8.3% | 274 | 0.0% | 0.01% | +12.5% |
Q2 2019 | $12,000 | 0.0% | 274 | 0.0% | 0.01% | -11.1% |
Q1 2019 | $12,000 | +9.1% | 274 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $11,000 | 0.0% | 274 | 0.0% | 0.01% | +12.5% |
Q3 2018 | $11,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $11,000 | +10.0% | 274 | 0.0% | 0.01% | +14.3% |
Q1 2018 | $10,000 | -89.1% | 274 | -87.5% | 0.01% | -88.3% |
Q4 2017 | $92,000 | +2.2% | 2,200 | 0.0% | 0.06% | 0.0% |
Q3 2017 | $90,000 | +13.9% | 2,200 | +14.2% | 0.06% | +11.1% |
Q2 2017 | $79,000 | 0.0% | 1,926 | -0.1% | 0.05% | -3.6% |
Q1 2017 | $79,000 | 0.0% | 1,927 | +0.1% | 0.06% | -5.1% |
Q4 2016 | $79,000 | -3.7% | 1,926 | 0.0% | 0.06% | -3.3% |
Q3 2016 | $82,000 | -2.4% | 1,926 | 0.0% | 0.06% | -3.2% |
Q2 2016 | $84,000 | – | 1,926 | – | 0.06% | – |
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% |