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 | $6,953,091 | -12.9% | 402,916 | -1.6% | 0.01% | -26.7% |
| Q2 2023 | $7,984,409 | +11.7% | 409,276 | +4.1% | 0.02% | -16.7% |
| Q1 2023 | $7,150,523 | +3.6% | 393,163 | +9.7% | 0.02% | 0.0% |
| Q4 2022 | $6,899,492 | +3.5% | 358,275 | -0.5% | 0.02% | -50.0% |
| Q3 2022 | $6,667,000 | -7.6% | 360,126 | +5.2% | 0.04% | +9.1% |
| Q2 2022 | $7,216,000 | -15.2% | 342,192 | -0.2% | 0.03% | +32.0% |
| Q1 2022 | $8,512,000 | -1.5% | 343,002 | +109.3% | 0.02% | -13.8% |
| Q4 2021 | $8,646,000 | – | 163,855 | – | 0.03% | – |
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% |