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 | $163,086 | -8.1% | 9,188 | +1.1% | 0.02% | 0.0% |
| Q2 2023 | $177,408 | -4.3% | 9,084 | -4.5% | 0.02% | -11.8% |
| Q1 2023 | $185,397 | +8.7% | 9,508 | +7.5% | 0.02% | 0.0% |
| Q4 2022 | $170,556 | +2.7% | 8,842 | -0.3% | 0.02% | 0.0% |
| Q3 2022 | $166,000 | -9.3% | 8,873 | +2.5% | 0.02% | -5.6% |
| Q2 2022 | $183,000 | -50.4% | 8,658 | -41.5% | 0.02% | -21.7% |
| Q1 2022 | $369,000 | -19.4% | 14,806 | +70.5% | 0.02% | -17.9% |
| Q4 2021 | $458,000 | +22.5% | 8,686 | +6.1% | 0.03% | +7.7% |
| Q3 2021 | $374,000 | -8.8% | 8,189 | -8.5% | 0.03% | -3.7% |
| Q2 2021 | $410,000 | +12.0% | 8,950 | +0.3% | 0.03% | +3.8% |
| Q1 2021 | $366,000 | +1.7% | 8,919 | -6.0% | 0.03% | -10.3% |
| Q4 2020 | $360,000 | -39.1% | 9,490 | -43.2% | 0.03% | -43.1% |
| Q3 2020 | $591,000 | -5.3% | 16,700 | -5.7% | 0.05% | +2.0% |
| Q2 2020 | $624,000 | +3.3% | 17,714 | -4.0% | 0.05% | -10.7% |
| Q1 2020 | $604,000 | +13.3% | 18,449 | +59.1% | 0.06% | +24.4% |
| Q4 2019 | $533,000 | +0.8% | 11,593 | +3.4% | 0.04% | -8.2% |
| Q3 2019 | $529,000 | -9.0% | 11,214 | -14.2% | 0.05% | -23.4% |
| Q2 2019 | $581,000 | +32.3% | 13,064 | +32.1% | 0.06% | +18.5% |
| Q1 2019 | $439,000 | +6.6% | 9,886 | -7.6% | 0.05% | -5.3% |
| Q4 2018 | $412,000 | -26.0% | 10,694 | -19.8% | 0.06% | -18.6% |
| Q3 2018 | $557,000 | +3.0% | 13,342 | +3.1% | 0.07% | -4.1% |
| Q2 2018 | $541,000 | +6.7% | 12,943 | -2.3% | 0.07% | +4.3% |
| Q1 2018 | $507,000 | -8.6% | 13,251 | -0.7% | 0.07% | -16.7% |
| Q4 2017 | $555,000 | – | 13,345 | – | 0.08% | – |
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% |