SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $493,237 | -17.0% | 27,788 | -8.7% | 0.10% | -2.8% |
| Q2 2023 | $594,493 | +0.2% | 30,440 | 0.0% | 0.11% | -9.3% |
| Q1 2023 | $593,580 | +1.1% | 30,440 | 0.0% | 0.12% | -9.2% |
| Q4 2022 | $587,188 | +1.4% | 30,440 | -1.8% | 0.13% | -10.3% |
| Q3 2022 | $579,000 | -11.5% | 31,005 | 0.0% | 0.14% | -4.0% |
| Q2 2022 | $654,000 | -15.2% | 31,005 | +0.1% | 0.15% | +7.1% |
| Q1 2022 | $771,000 | -5.5% | 30,974 | +100.0% | 0.14% | -42.9% |
| Q4 2021 | $816,000 | -42.7% | 15,487 | -50.3% | 0.25% | -69.7% |
| Q3 2021 | $1,424,000 | +72.8% | 31,174 | +73.3% | 0.81% | +321.8% |
| Q2 2021 | $824,000 | +36.0% | 17,992 | +22.1% | 0.19% | +3.2% |
| Q1 2021 | $606,000 | +3.8% | 14,739 | -4.1% | 0.19% | +9.4% |
| Q4 2020 | $584,000 | +7.2% | 15,369 | -0.1% | 0.17% | +19.6% |
| Q3 2020 | $545,000 | +1.3% | 15,385 | +0.6% | 0.14% | -8.9% |
| Q2 2020 | $538,000 | +15.2% | 15,298 | 0.0% | 0.16% | +4.7% |
| Q1 2020 | $467,000 | -37.6% | 15,298 | -5.9% | 0.15% | -12.8% |
| Q4 2019 | $748,000 | -4.0% | 16,265 | -1.5% | 0.17% | -60.1% |
| Q3 2019 | $779,000 | -0.1% | 16,510 | -6.0% | 0.43% | +5.4% |
| Q2 2019 | $780,000 | +2.2% | 17,555 | +2.2% | 0.41% | -30.1% |
| Q1 2019 | $763,000 | +15.4% | 17,180 | -0.1% | 0.58% | +22.4% |
| Q4 2018 | $661,000 | +0.3% | 17,189 | +8.9% | 0.48% | +14.6% |
| Q3 2018 | $659,000 | -4.2% | 15,788 | -4.1% | 0.42% | -23.2% |
| Q2 2018 | $688,000 | +22.4% | 16,469 | +12.0% | 0.54% | +26.9% |
| Q1 2018 | $562,000 | +12.9% | 14,710 | +23.0% | 0.43% | +3.6% |
| Q4 2017 | $498,000 | – | 11,957 | – | 0.41% | – |
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% |