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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $201,485 | -23.7% | 10,317 | -23.8% | 0.13% | -20.1% |
| Q1 2023 | $264,037 | -1.4% | 13,540 | -2.4% | 0.16% | -6.8% |
| Q4 2022 | $267,684 | -8.0% | 13,877 | -10.8% | 0.18% | -15.0% |
| Q3 2022 | $291,000 | -11.0% | 15,564 | +0.5% | 0.21% | -17.5% |
| Q2 2022 | $327,000 | -14.8% | 15,494 | +0.3% | 0.25% | -5.6% |
| Q1 2022 | $384,000 | -13.3% | 15,447 | +83.6% | 0.27% | -11.0% |
| Q4 2021 | $443,000 | +13.9% | 8,413 | -1.2% | 0.30% | -12.3% |
| Q3 2021 | $389,000 | -3.2% | 8,516 | -3.0% | 0.34% | -17.4% |
| Q2 2021 | $402,000 | – | 8,782 | – | 0.41% | – |
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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% |