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 | $7,224 | -49.1% | 407 | -44.0% | 0.00% | -42.9% |
| Q2 2023 | $14,198 | +6.3% | 727 | +6.1% | 0.01% | 0.0% |
| Q1 2023 | $13,358 | +22.8% | 685 | +21.5% | 0.01% | +75.0% |
| Q4 2022 | $10,880 | +200.1% | 564 | +190.7% | 0.00% | +300.0% |
| Q3 2022 | $3,626 | -11.4% | 194 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $4,091 | -15.3% | 194 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,829 | -5.5% | 194 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $5,111 | +15.3% | 97 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $4,431 | -4.2% | 97 | -4.0% | 0.00% | 0.0% |
| Q2 2021 | $4,625 | +12.6% | 101 | +1.0% | 0.00% | 0.0% |
| Q1 2021 | $4,109 | +10.4% | 100 | +2.0% | 0.00% | 0.0% |
| Q4 2020 | $3,721 | +10.7% | 98 | +3.2% | 0.00% | 0.0% |
| Q3 2020 | $3,360 | -14.9% | 95 | -15.2% | 0.00% | 0.0% |
| Q2 2020 | $3,949 | -61.6% | 112 | -64.3% | 0.00% | -66.7% |
| Q1 2020 | $10,280 | -89.4% | 314 | -85.2% | 0.01% | -88.0% |
| Q4 2019 | $97,343 | -0.8% | 2,118 | +1.8% | 0.05% | -9.1% |
| Q3 2019 | $98,161 | +47.2% | 2,081 | +38.6% | 0.06% | +44.7% |
| Q2 2019 | $66,704 | -0.3% | 1,501 | -0.3% | 0.04% | -2.6% |
| Q1 2019 | $66,912 | -22.1% | 1,506 | -32.5% | 0.04% | -29.1% |
| Q4 2018 | $85,877 | -38.1% | 2,230 | -32.9% | 0.06% | -39.6% |
| Q3 2018 | $138,711 | -0.7% | 3,324 | -0.6% | 0.09% | -6.2% |
| Q2 2018 | $139,712 | +12.6% | 3,344 | +3.1% | 0.10% | +9.0% |
| Q1 2018 | $124,045 | +29.4% | 3,243 | +40.8% | 0.09% | +27.1% |
| Q4 2017 | $95,851 | -28.4% | 2,303 | -29.3% | 0.07% | -31.4% |
| Q3 2017 | $133,960 | +0.3% | 3,257 | +0.5% | 0.10% | -3.8% |
| Q2 2017 | $133,520 | +2.2% | 3,240 | +1.1% | 0.11% | -2.8% |
| Q1 2017 | $130,659 | +1.7% | 3,204 | +2.3% | 0.11% | -5.2% |
| Q4 2016 | $128,496 | +41.6% | 3,131 | +47.2% | 0.12% | +38.6% |
| Q3 2016 | $90,717 | -0.3% | 2,127 | +1.6% | 0.08% | -3.5% |
| Q2 2016 | $90,963 | +9.6% | 2,094 | +4.4% | 0.09% | +8.9% |
| Q1 2016 | $83,007 | – | 2,005 | – | 0.08% | – |
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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% |