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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $31,226 | -62.3% | 1,599 | -62.3% | 0.02% | -51.4% |
| Q1 2023 | $82,794 | +1.1% | 4,246 | 0.0% | 0.04% | -12.5% |
| Q4 2022 | $81,903 | +6.4% | 4,246 | +3.6% | 0.04% | +14.3% |
| Q3 2022 | $77,000 | -6.1% | 4,098 | +5.8% | 0.04% | -5.4% |
| Q2 2022 | $82,000 | -57.3% | 3,875 | -50.0% | 0.04% | -7.5% |
| Q1 2022 | $192,000 | +88.2% | 7,746 | +299.9% | 0.04% | -11.1% |
| Q4 2021 | $102,000 | +14.6% | 1,937 | -1.0% | 0.04% | +4.7% |
| Q3 2021 | $89,000 | -4.3% | 1,956 | -3.4% | 0.04% | -10.4% |
| Q2 2021 | $93,000 | -4.1% | 2,024 | -14.3% | 0.05% | -15.8% |
| Q1 2021 | $97,000 | +9.0% | 2,362 | +1.2% | 0.06% | -3.4% |
| Q4 2020 | $89,000 | -16.0% | 2,335 | -21.9% | 0.06% | -24.4% |
| Q3 2020 | $106,000 | +1.0% | 2,989 | +0.2% | 0.08% | -4.9% |
| Q2 2020 | $105,000 | +6.1% | 2,984 | -0.9% | 0.08% | -12.8% |
| Q1 2020 | $99,000 | -22.0% | 3,011 | +9.2% | 0.09% | -12.1% |
| Q4 2019 | $127,000 | – | 2,757 | – | 0.11% | – |
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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% |