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 2023 | $371,745 | -1.8% | 17,950 | -15.8% | 0.08% | -9.1% |
| Q3 2023 | $378,519 | -13.0% | 21,325 | -4.3% | 0.09% | -9.3% |
| Q2 2023 | $435,324 | -9.3% | 22,290 | -10.4% | 0.10% | -15.7% |
| Q4 2022 | $479,858 | -99.9% | 24,876 | -2.2% | 0.12% | -7.3% |
| Q3 2022 | $475,567,000 | -21.2% | 25,445 | -9.6% | 0.12% | -16.8% |
| Q2 2022 | $603,820,000 | -21.5% | 28,137 | -8.9% | 0.15% | -16.8% |
| Q1 2022 | $768,753,000 | -7.5% | 30,886 | +95.8% | 0.18% | -4.8% |
| Q4 2021 | $831,290,000 | +2.8% | 15,777 | -10.9% | 0.19% | -3.6% |
| Q3 2021 | $808,947,000 | -4.7% | 17,709 | -4.1% | 0.20% | -4.4% |
| Q2 2021 | $849,250,000 | -30.3% | 18,474 | -36.6% | 0.20% | -34.6% |
| Q1 2021 | $1,218,883,000 | -37.2% | 29,132 | -43.0% | 0.31% | -38.9% |
| Q4 2020 | $1,939,356,000 | -24.0% | 51,076 | -29.2% | 0.51% | -34.0% |
| Q3 2020 | $2,550,955,000 | +24.3% | 72,122 | +23.8% | 0.77% | +17.6% |
| Q2 2020 | $2,052,410,000 | +91.9% | 58,274 | +65.8% | 0.66% | +59.7% |
| Q1 2020 | $1,069,645,000 | -35.1% | 35,151 | -1.4% | 0.41% | -18.3% |
| Q4 2019 | $1,647,248,000 | – | 35,647 | – | 0.50% | – |
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% |