SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $438,000 | -31.6% | 23,441 | -22.8% | 0.00% | – |
Q2 2022 | $640,000 | -15.1% | 30,364 | +0.2% | 0.00% | – |
Q1 2022 | $754,000 | -5.9% | 30,296 | +99.3% | 0.00% | – |
Q4 2021 | $801,000 | +2980.8% | 15,202 | +3997.6% | 0.00% | – |
Q3 2020 | $26,000 | +116.7% | 371 | +6.0% | 0.00% | – |
Q2 2020 | $12,000 | -66.7% | 350 | -56.4% | 0.00% | – |
Q4 2019 | $36,000 | +24.1% | 803 | +26.3% | 0.00% | – |
Q3 2019 | $29,000 | – | 636 | – | 0.00% | – |
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% |