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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,824 | -8.4% | 15,370 | +0.8% | 0.40% | +44.7% |
| Q2 2023 | $297,822 | +1.1% | 15,249 | +1.0% | 0.27% | -15.5% |
| Q1 2023 | $294,503 | +1.7% | 15,103 | +0.7% | 0.32% | -21.4% |
| Q4 2022 | $289,452 | +4.1% | 15,005 | +0.8% | 0.41% | -4.2% |
| Q3 2022 | $278,000 | -10.6% | 14,882 | +0.8% | 0.43% | +28.8% |
| Q2 2022 | $311,000 | -14.8% | 14,767 | +0.7% | 0.33% | +2.8% |
| Q1 2022 | $365,000 | -5.4% | 14,671 | +100.3% | 0.32% | -0.3% |
| Q4 2021 | $386,000 | +16.3% | 7,326 | +0.7% | 0.32% | +40.1% |
| Q3 2021 | $332,000 | 0.0% | 7,277 | +0.5% | 0.23% | -16.8% |
| Q2 2021 | $332,000 | +12.2% | 7,241 | +0.4% | 0.28% | +21.8% |
| Q1 2021 | $296,000 | +8.4% | 7,210 | +0.4% | 0.23% | -6.9% |
| Q4 2020 | $273,000 | – | 7,182 | – | 0.25% | – |
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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% |