SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,970 | +1.1% | 460 | 0.0% | 0.00% | – |
| Q4 2022 | $8,873 | -1.4% | 460 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | -40.0% | 460 | -34.3% | 0.00% | – |
| Q2 2022 | $15,000 | -11.8% | 700 | 0.0% | 0.00% | – |
| Q1 2022 | $17,000 | -5.6% | 700 | +100.0% | 0.00% | – |
| Q4 2021 | $18,000 | +12.5% | 350 | 0.0% | 0.00% | – |
| Q3 2021 | $16,000 | 0.0% | 350 | 0.0% | 0.00% | – |
| Q2 2021 | $16,000 | +14.3% | 350 | 0.0% | 0.00% | – |
| Q1 2021 | $14,000 | +7.7% | 350 | 0.0% | 0.00% | – |
| Q4 2020 | $13,000 | +8.3% | 350 | 0.0% | 0.00% | – |
| Q3 2020 | $12,000 | 0.0% | 350 | 0.0% | 0.00% | – |
| Q2 2020 | $12,000 | – | 350 | – | 0.00% | – |
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% |