Capital Directions Investment Advisors, LLC - SCHWAB STRATEGIC TR ownership

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
Capital Directions Investment Advisors, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2022$30,517
+1.7%
1,5820.01%
-8.3%
Q3 2022$30,000
-9.1%
0
-100.0%
0.01%
+9.1%
Q2 2022$33,000
-15.4%
1,5820.0%0.01%
-8.3%
Q1 2022$39,000
+8.3%
1,582
+100.0%
0.01%
+9.1%
Q3 2021$36,0000.0%7910.0%0.01%0.0%
Q2 2021$36,000
+20.0%
7910.0%0.01%
+10.0%
Q4 2020$30,000
+7.1%
7910.0%0.01%
-9.1%
Q3 2020$28,0000.0%7910.0%0.01%0.0%
Q2 2020$28,0000.0%791
-9.0%
0.01%
-8.3%
Q1 2020$28,000
-30.0%
8690.0%0.01%
-7.7%
Q4 2019$40,000
-2.4%
8690.0%0.01%
-7.1%
Q3 2019$41,000
-12.8%
869
-17.3%
0.01%
-12.5%
Q2 2019$47,0000.0%1,0510.0%0.02%
+6.7%
Q1 2019$47,000
+17.5%
1,0510.0%0.02%
+7.1%
Q4 2018$40,000
-9.1%
1,0510.0%0.01%
+7.7%
Q3 2018$44,000
+25.7%
1,051
+27.2%
0.01%
-18.8%
Q2 2018$35,000
-47.8%
826
-53.2%
0.02%
-23.8%
Q1 2018$67,000
-8.2%
1,764
+0.1%
0.02%
-8.7%
Q4 2017$73,000
+1.4%
1,762
+0.1%
0.02%0.0%
Q3 2017$72,000
+67.4%
1,761
+67.6%
0.02%
+53.3%
Q2 2017$43,000
-4.4%
1,051
-5.4%
0.02%
-6.2%
Q1 2017$45,000
-2.2%
1,1110.0%0.02%
-5.9%
Q4 2016$46,000
-2.1%
1,1110.0%0.02%0.0%
Q3 2016$47,000
-2.1%
1,1110.0%0.02%0.0%
Q2 2016$48,000
+4.3%
1,1110.0%0.02%0.0%
Q1 2016$46,000
-16.4%
1,111
-20.4%
0.02%
-10.5%
Q4 2015$55,000
+5.8%
1,3950.0%0.02%0.0%
Q3 2015$52,000
+2.0%
1,3950.0%0.02%
+11.8%
Q2 2015$51,000
-5.6%
1,3950.0%0.02%
-5.6%
Q1 2015$54,000
-8.5%
1,3950.0%0.02%
-10.0%
Q4 2014$59,000
+11.3%
1,3950.0%0.02%
+5.3%
Q3 2014$53,000
-15.9%
1,395
-22.1%
0.02%
-17.4%
Q2 2014$63,000
+6.8%
1,7900.0%0.02%0.0%
Q1 2014$59,000
+5.4%
1,790
-3.3%
0.02%
+4.5%
Q4 2013$56,000
-23.3%
1,852
-21.1%
0.02%
-31.2%
Q3 2013$73,000
-5.2%
2,348
-2.7%
0.03%
-11.1%
Q2 2013$77,0002,4130.04%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
Fund Evaluation Group, LLC 1,473,545$61,491,00010.15%
Premise Capital, LLC 313,250$13,072,0008.51%
AVALON CAPITAL MANAGEMENT 218,171$9,104,0008.32%
Invst, LLC 342,736$14,169,0007.22%
Financial Engines Advisors L.L.C. 8,695,689$362,826,0006.92%
HAYS ADVISORY LLC 240,931$10,054,0006.40%
MONEYWISE, INC. 176,344$7,359,0006.23%
Brand Asset Management Group, Inc. 188,699$7,874,0005.78%
Whitnell & Co. 351,114$14,652,0005.78%
Moisand Fitzgerald Tamayo, LLC 222,750$9,295,0005.17%
View complete list of SCHWAB STRATEGIC TR shareholders