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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $679,604 | -9.8% | 38,288 | -0.8% | 0.08% | -7.0% |
| Q2 2023 | $753,633 | +0.4% | 38,588 | +0.3% | 0.09% | -22.5% |
| Q1 2023 | $750,458 | -2.0% | 38,485 | -3.1% | 0.11% | -8.3% |
| Q4 2022 | $766,140 | -18.8% | 39,717 | -21.3% | 0.12% | -44.7% |
| Q3 2022 | $943,000 | -18.3% | 50,448 | -7.8% | 0.22% | -27.2% |
| Q2 2022 | $1,154,000 | +0.3% | 54,713 | +18.3% | 0.30% | +21.4% |
| Q1 2022 | $1,151,000 | -4.2% | 46,260 | +102.9% | 0.25% | -3.9% |
| Q4 2021 | $1,201,000 | +78.7% | 22,797 | +55.0% | 0.26% | +92.5% |
| Q3 2021 | $672,000 | +49.7% | 14,710 | +50.1% | 0.13% | +28.8% |
| Q2 2021 | $449,000 | – | 9,803 | – | 0.10% | – |
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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% |