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 | $1,435,546 | -18.3% | 80,875 | -10.1% | 0.28% | -17.4% |
| Q2 2023 | $1,757,164 | -9.0% | 89,973 | -9.1% | 0.33% | -14.4% |
| Q1 2023 | $1,930,061 | -7.1% | 98,978 | -8.1% | 0.39% | -15.6% |
| Q4 2022 | $2,077,071 | +0.3% | 107,676 | -2.8% | 0.46% | -6.5% |
| Q3 2022 | $2,071,183 | -11.7% | 110,818 | -0.3% | 0.49% | -11.5% |
| Q2 2022 | $2,345,236 | -17.4% | 111,201 | -2.5% | 0.56% | -6.5% |
| Q1 2022 | $2,838,216 | – | 114,030 | – | 0.60% | – |
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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% |