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 | $1,589,551 | -17.1% | 89,552 | -8.8% | 1.00% | -19.0% |
| Q2 2023 | $1,918,124 | +6.8% | 98,214 | +6.7% | 1.24% | -1.5% |
| Q1 2023 | $1,795,691 | +2.1% | 92,087 | +1.0% | 1.26% | -4.3% |
| Q4 2022 | $1,758,869 | +8.0% | 91,180 | +4.6% | 1.32% | +1.1% |
| Q3 2022 | $1,629,000 | -10.7% | 87,172 | +0.8% | 1.30% | -5.8% |
| Q2 2022 | $1,825,000 | -55.7% | 86,519 | -47.7% | 1.38% | -2.2% |
| Q1 2022 | $4,120,000 | +96.0% | 165,524 | +314.8% | 1.41% | +2.4% |
| Q4 2021 | $2,102,000 | +23.6% | 39,902 | +7.2% | 1.38% | +13.5% |
| Q3 2021 | $1,701,000 | +4.4% | 37,234 | +4.6% | 1.22% | +0.9% |
| Q2 2021 | $1,630,000 | +10.3% | 35,592 | -1.0% | 1.20% | +4.1% |
| Q1 2021 | $1,478,000 | +13.2% | 35,965 | +4.5% | 1.16% | +5.5% |
| Q4 2020 | $1,306,000 | +12.8% | 34,403 | +5.0% | 1.10% | -0.6% |
| Q3 2020 | $1,158,000 | +12.4% | 32,757 | +11.9% | 1.10% | +3.4% |
| Q2 2020 | $1,030,000 | +18.1% | 29,261 | +9.8% | 1.07% | +76.5% |
| Q1 2020 | $872,000 | -75.7% | 26,652 | -55.3% | 0.60% | -74.2% |
| Q4 2019 | $3,586,000 | +120.8% | 59,631 | +73.1% | 2.35% | +102.8% |
| Q3 2019 | $1,624,000 | -16.4% | 34,442 | -21.2% | 1.16% | -4.5% |
| Q2 2019 | $1,943,000 | -32.7% | 43,733 | -32.7% | 1.21% | -21.6% |
| Q1 2019 | $2,885,000 | +16.3% | 64,953 | +0.8% | 1.55% | +3.2% |
| Q4 2018 | $2,481,000 | -5.2% | 64,446 | +2.8% | 1.50% | -5.1% |
| Q3 2018 | $2,616,000 | -4.6% | 62,708 | -4.5% | 1.58% | -9.4% |
| Q2 2018 | $2,743,000 | +7.8% | 65,671 | -1.3% | 1.74% | +12.8% |
| Q1 2018 | $2,545,000 | -7.6% | 66,540 | +0.5% | 1.54% | -7.2% |
| Q4 2017 | $2,755,000 | +2.3% | 66,214 | +1.1% | 1.66% | -2.3% |
| Q3 2017 | $2,693,000 | +0.1% | 65,483 | +0.3% | 1.70% | -3.9% |
| Q2 2017 | $2,690,000 | +1.3% | 65,276 | +0.3% | 1.77% | +3.5% |
| Q1 2017 | $2,655,000 | -10.6% | 65,109 | -10.1% | 1.71% | -14.9% |
| Q4 2016 | $2,971,000 | -13.0% | 72,399 | -9.6% | 2.01% | -4.1% |
| Q3 2016 | $3,415,000 | +0.2% | 80,084 | +2.1% | 2.10% | -0.4% |
| Q2 2016 | $3,408,000 | +5.2% | 78,461 | +0.2% | 2.11% | -0.1% |
| Q1 2016 | $3,241,000 | +0.7% | 78,297 | -3.6% | 2.11% | -0.4% |
| Q4 2015 | $3,218,000 | +24.9% | 81,203 | +17.2% | 2.12% | +25.4% |
| Q3 2015 | $2,576,000 | -0.7% | 69,291 | -3.0% | 1.69% | +8.9% |
| Q2 2015 | $2,593,000 | -7.7% | 71,402 | +3.1% | 1.55% | -8.4% |
| Q1 2015 | $2,808,000 | +4.7% | 69,242 | +0.5% | 1.70% | +11.1% |
| Q4 2014 | $2,683,000 | +17.8% | 68,888 | +3.0% | 1.53% | +29.1% |
| Q3 2014 | $2,278,000 | +22.5% | 66,888 | +27.2% | 1.18% | +24.8% |
| Q2 2014 | $1,860,000 | +17.9% | 52,592 | +10.4% | 0.95% | +9.7% |
| Q1 2014 | $1,577,000 | +0.9% | 47,617 | -7.8% | 0.86% | -26.5% |
| Q4 2013 | $1,563,000 | +0.2% | 51,672 | +2.4% | 1.17% | -13.6% |
| Q3 2013 | $1,560,000 | -2.5% | 50,482 | +1.2% | 1.36% | +3.4% |
| Q2 2013 | $1,600,000 | – | 49,871 | – | 1.31% | – |
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% |