SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $395,107 | +0.1% | 22,260 | +10.1% | 0.00% | – |
| Q2 2023 | $394,826 | -6.0% | 20,216 | -6.2% | 0.00% | – |
| Q1 2023 | $420,159 | -6.3% | 21,547 | -7.3% | 0.00% | – |
| Q4 2022 | $448,331 | +27.4% | 23,241 | +23.5% | 0.00% | – |
| Q3 2022 | $352,000 | +5.7% | 18,818 | +19.3% | 0.00% | – |
| Q2 2022 | $333,000 | -17.0% | 15,770 | -2.2% | 0.00% | – |
| Q1 2022 | $401,000 | -20.3% | 16,118 | +68.8% | 0.00% | – |
| Q4 2021 | $503,000 | +10.1% | 9,551 | -4.6% | 0.00% | – |
| Q3 2021 | $457,000 | +5.5% | 10,013 | +5.8% | 0.00% | – |
| Q2 2021 | $433,000 | +9.6% | 9,462 | -1.5% | 0.00% | – |
| Q1 2021 | $395,000 | -24.2% | 9,608 | -30.0% | 0.00% | -100.0% |
| Q4 2020 | $521,000 | +1.6% | 13,727 | -5.4% | 0.00% | 0.0% |
| Q3 2020 | $513,000 | +11.5% | 14,513 | +11.2% | 0.00% | 0.0% |
| Q2 2020 | $460,000 | +8.0% | 13,047 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $426,000 | -28.3% | 13,005 | +0.7% | 0.00% | 0.0% |
| Q4 2019 | $594,000 | -10.5% | 12,918 | -8.3% | 0.00% | 0.0% |
| Q3 2019 | $664,000 | -21.3% | 14,087 | -25.8% | 0.00% | 0.0% |
| Q2 2019 | $844,000 | -3.1% | 18,992 | -3.1% | 0.00% | 0.0% |
| Q1 2019 | $871,000 | +16.4% | 19,607 | +1.0% | 0.00% | 0.0% |
| Q4 2018 | $748,000 | -25.6% | 19,416 | -19.4% | 0.00% | -50.0% |
| Q3 2018 | $1,005,000 | +35.6% | 24,083 | +35.9% | 0.00% | +100.0% |
| Q2 2018 | $741,000 | +3.2% | 17,727 | -5.6% | 0.00% | 0.0% |
| Q1 2018 | $718,000 | +0.7% | 18,772 | +9.6% | 0.00% | 0.0% |
| Q4 2017 | $713,000 | -33.5% | 17,126 | -34.3% | 0.00% | -50.0% |
| Q3 2017 | $1,072,000 | +64.9% | 26,056 | +65.2% | 0.00% | +100.0% |
| Q2 2017 | $650,000 | +48.7% | 15,769 | +47.1% | 0.00% | 0.0% |
| Q1 2017 | $437,000 | +26.7% | 10,722 | +27.5% | 0.00% | 0.0% |
| Q4 2016 | $345,000 | -96.4% | 8,408 | -96.3% | 0.00% | -96.2% |
| Q3 2016 | $9,581,000 | -5.7% | 224,643 | -3.9% | 0.03% | -18.8% |
| Q2 2016 | $10,159,000 | +961.5% | 233,855 | +891.2% | 0.03% | +700.0% |
| Q1 2015 | $957,000 | -82.3% | 23,594 | -83.0% | 0.00% | -84.6% |
| Q4 2014 | $5,403,000 | +31.0% | 138,726 | +14.5% | 0.03% | +8.3% |
| Q3 2014 | $4,126,000 | -40.3% | 121,152 | -38.0% | 0.02% | -44.2% |
| Q2 2014 | $6,909,000 | +13.4% | 195,327 | +6.2% | 0.04% | +2.4% |
| Q1 2014 | $6,092,000 | – | 183,994 | – | 0.04% | – |
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% |