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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $511,239 | +7.3% | 28,802 | +18.1% | 0.39% | +5.7% |
Q2 2023 | $476,379 | -6.0% | 24,392 | -6.2% | 0.37% | -17.2% |
Q1 2023 | $506,828 | +12.6% | 25,991 | +11.3% | 0.44% | +10.0% |
Q4 2022 | $450,291 | +15.5% | 23,343 | +12.0% | 0.40% | -0.7% |
Q3 2022 | $390,000 | -7.4% | 20,833 | +4.4% | 0.40% | -10.0% |
Q2 2022 | $421,000 | -4.3% | 19,954 | +12.7% | 0.45% | +10.6% |
Q1 2022 | $440,000 | – | 17,702 | – | 0.41% | – |
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% |