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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $74,000 | -59.3% | 3,510 | -52.1% | 0.05% | -53.2% |
Q1 2022 | $182,000 | +810.0% | 7,330 | +1585.1% | 0.11% | +825.0% |
Q3 2021 | $20,000 | 0.0% | 435 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $20,000 | +11.1% | 435 | 0.0% | 0.01% | +50.0% |
Q1 2021 | $18,000 | +5.9% | 435 | 0.0% | 0.01% | -33.3% |
Q4 2020 | $17,000 | -19.0% | 435 | -25.6% | 0.01% | -36.8% |
Q2 2020 | $21,000 | -43.2% | 585 | -48.2% | 0.02% | -53.7% |
Q1 2020 | $37,000 | -28.8% | 1,130 | 0.0% | 0.04% | -12.8% |
Q4 2019 | $52,000 | -1.9% | 1,130 | 0.0% | 0.05% | -14.5% |
Q3 2019 | $53,000 | +6.0% | 1,130 | 0.0% | 0.06% | +5.8% |
Q2 2019 | $50,000 | -95.6% | 1,130 | -97.8% | 0.05% | -38.1% |
Q1 2019 | $1,130,000 | – | 50,429 | – | 0.08% | – |
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% |