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 | $14,768 | +168.6% | 832 | +191.9% | 0.00% | +100.0% |
| Q4 2022 | $5,498 | -73.8% | 285 | -74.5% | 0.00% | -66.7% |
| Q3 2022 | $21,000 | -12.5% | 1,118 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $24,000 | -7.7% | 1,118 | +6.1% | 0.00% | 0.0% |
| Q1 2022 | $26,000 | -16.1% | 1,054 | +78.9% | 0.00% | -25.0% |
| Q4 2021 | $31,000 | 0.0% | 589 | -14.0% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | +29.2% | 685 | +30.0% | 0.00% | +33.3% |
| Q2 2021 | $24,000 | +9.1% | 527 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | +10.0% | 527 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | -4.8% | 527 | -10.1% | 0.00% | -25.0% |
| Q3 2020 | $21,000 | +10.5% | 586 | +11.2% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 527 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | +1600.0% | 527 | +4690.9% | 0.00% | – |
| Q4 2019 | $1,000 | -85.7% | 11 | -92.2% | 0.00% | -100.0% |
| Q3 2019 | $7,000 | -36.4% | 141 | -43.6% | 0.00% | -50.0% |
| Q3 2016 | $11,000 | +37.5% | 250 | +21.4% | 0.00% | 0.0% |
| Q1 2015 | $8,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $8,000 | +14.3% | 206 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $7,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $7,000 | +16.7% | 206 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | 0.0% | 206 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $6,000 | -14.3% | 206 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $7,000 | – | 206 | – | 0.00% | – |
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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% |