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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $47 | -99.9% | 2,434 | 0.0% | 0.03% | -3.2% |
| Q3 2022 | $45,000 | -11.8% | 2,434 | 0.0% | 0.03% | -11.4% |
| Q2 2022 | $51,000 | -16.4% | 2,434 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $61,000 | +22.0% | 2,434 | +100.0% | 0.04% | +12.1% |
| Q1 2021 | $50,000 | +8.7% | 1,217 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $46,000 | +7.0% | 1,217 | 0.0% | 0.03% | -10.5% |
| Q3 2020 | $43,000 | 0.0% | 1,217 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $43,000 | +7.5% | 1,217 | +0.7% | 0.04% | -2.5% |
| Q1 2020 | $40,000 | -27.3% | 1,209 | +0.3% | 0.04% | -4.8% |
| Q4 2019 | $55,000 | -1.8% | 1,205 | +1.9% | 0.04% | -8.7% |
| Q3 2019 | $56,000 | +7.7% | 1,182 | +0.7% | 0.05% | +4.5% |
| Q2 2019 | $52,000 | 0.0% | 1,174 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $52,000 | +15.6% | 1,174 | +0.3% | 0.04% | 0.0% |
| Q4 2018 | $45,000 | -6.2% | 1,170 | +2.0% | 0.04% | +4.8% |
| Q3 2018 | $48,000 | +6.7% | 1,147 | +5.6% | 0.04% | +2.4% |
| Q2 2018 | $45,000 | +9.8% | 1,086 | 0.0% | 0.04% | +10.8% |
| Q1 2018 | $41,000 | -8.9% | 1,086 | 0.0% | 0.04% | -2.6% |
| Q4 2017 | $45,000 | – | 1,086 | – | 0.04% | – |
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% |