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 | $3,391,102 | -1.8% | 191,048 | +8.1% | 3.53% | -8.1% |
| Q2 2023 | $3,452,885 | +8.3% | 176,799 | +8.1% | 3.84% | +6.0% |
| Q1 2023 | $3,188,835 | +9.5% | 163,530 | +8.3% | 3.62% | +5.2% |
| Q4 2022 | $2,911,941 | +0.9% | 150,956 | -0.4% | 3.44% | -8.2% |
| Q3 2022 | $2,886,000 | -8.9% | 151,522 | +0.9% | 3.75% | +2.2% |
| Q2 2022 | $3,168,000 | -19.1% | 150,225 | -2.5% | 3.67% | -9.5% |
| Q1 2022 | $3,914,000 | -8.2% | 154,040 | +90.3% | 4.06% | -4.7% |
| Q4 2021 | $4,264,000 | – | 80,952 | – | 4.26% | – |
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% |