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 2023 | $434,922 | -6.2% | 24,501 | +3.2% | 0.01% | -37.5% |
| Q2 2023 | $463,614 | +1.9% | 23,739 | +1.7% | 0.01% | 0.0% |
| Q1 2023 | $455,096 | +12.7% | 23,338 | +11.5% | 0.01% | 0.0% |
| Q4 2022 | $403,768 | +65.5% | 20,931 | +61.0% | 0.01% | +60.0% |
| Q3 2022 | $244,000 | -17.3% | 12,998 | -6.9% | 0.01% | -16.7% |
| Q2 2022 | $295,000 | -32.0% | 13,966 | -20.0% | 0.01% | 0.0% |
| Q1 2022 | $434,000 | +15.4% | 17,456 | +144.6% | 0.01% | -40.0% |
| Q4 2021 | $376,000 | +52.8% | 7,137 | +32.6% | 0.01% | +66.7% |
| Q3 2021 | $246,000 | +8.8% | 5,383 | +9.0% | 0.01% | -25.0% |
| Q2 2021 | $226,000 | -29.2% | 4,940 | -28.9% | 0.01% | -91.9% |
| Q4 2019 | $319,000 | +28.6% | 6,944 | +24.6% | 0.10% | +10.0% |
| Q2 2019 | $248,000 | – | 5,574 | – | 0.09% | – |
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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% |