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 | $3,680,626 | +0.0% | 207,359 | +10.0% | 0.25% | +4.2% |
| Q2 2023 | $3,680,490 | +1.6% | 188,453 | +1.5% | 0.24% | -3.6% |
| Q1 2023 | $3,621,417 | +9.8% | 185,713 | +8.6% | 0.25% | -0.4% |
| Q4 2022 | $3,299,198 | +17.7% | 171,031 | +14.0% | 0.25% | +7.3% |
| Q3 2022 | $2,804,000 | -6.2% | 150,056 | +5.8% | 0.23% | -23.2% |
| Q2 2022 | $2,990,000 | -12.3% | 141,802 | +3.5% | 0.30% | +2.7% |
| Q1 2022 | $3,409,000 | +4.3% | 136,989 | +120.8% | 0.29% | +8.9% |
| Q4 2021 | $3,269,000 | +22.8% | 62,048 | +6.5% | 0.27% | +22.7% |
| Q3 2021 | $2,661,000 | +9.3% | 58,256 | +9.5% | 0.22% | -10.2% |
| Q2 2021 | $2,435,000 | +38.7% | 53,180 | +24.4% | 0.24% | +30.3% |
| Q1 2021 | $1,756,000 | -46.0% | 42,743 | -50.1% | 0.19% | -53.1% |
| Q4 2020 | $3,253,000 | +25.9% | 85,682 | +17.3% | 0.40% | +9.0% |
| Q3 2020 | $2,583,000 | -5.1% | 73,046 | -5.5% | 0.37% | -13.6% |
| Q2 2020 | $2,722,000 | +17.7% | 77,305 | +9.4% | 0.43% | -6.6% |
| Q1 2020 | $2,313,000 | -11.7% | 70,653 | +24.0% | 0.46% | +8.6% |
| Q4 2019 | $2,619,000 | +4.7% | 56,990 | +7.4% | 0.42% | -4.1% |
| Q3 2019 | $2,502,000 | +12.4% | 53,055 | +6.0% | 0.44% | +9.8% |
| Q2 2019 | $2,225,000 | +12.0% | 50,066 | +11.9% | 0.40% | -5.2% |
| Q1 2019 | $1,987,000 | +15.9% | 44,738 | +0.5% | 0.42% | +1.7% |
| Q4 2018 | $1,714,000 | -3.3% | 44,508 | +4.8% | 0.41% | +9.5% |
| Q3 2018 | $1,772,000 | -6.1% | 42,457 | -6.0% | 0.38% | -11.1% |
| Q2 2018 | $1,887,000 | +14.8% | 45,175 | +5.1% | 0.42% | +11.8% |
| Q1 2018 | $1,644,000 | +0.4% | 42,973 | +9.2% | 0.38% | +3.8% |
| Q4 2017 | $1,638,000 | +3.4% | 39,360 | +2.2% | 0.37% | -29.8% |
| Q3 2017 | $1,584,000 | +28.8% | 38,501 | +27.7% | 0.52% | +26.8% |
| Q1 2017 | $1,230,000 | +7.0% | 30,152 | +7.7% | 0.41% | -4.2% |
| Q4 2016 | $1,149,000 | +2.7% | 28,000 | +6.7% | 0.43% | -2.3% |
| Q3 2016 | $1,119,000 | -48.9% | 26,235 | -49.2% | 0.44% | -7.6% |
| Q2 2016 | $2,191,000 | +107.9% | 51,638 | +102.8% | 0.48% | +1.9% |
| Q1 2016 | $1,054,000 | +8.7% | 25,467 | +4.0% | 0.47% | -12.1% |
| Q4 2015 | $970,000 | -0.2% | 24,477 | -6.3% | 0.53% | -7.0% |
| Q3 2015 | $972,000 | +5.3% | 26,134 | +2.8% | 0.57% | -20.8% |
| Q2 2015 | $923,000 | -10.7% | 25,412 | -0.3% | 0.72% | -9.8% |
| Q1 2015 | $1,034,000 | -5.5% | 25,496 | -9.3% | 0.80% | -8.4% |
| Q4 2014 | $1,094,000 | +16.5% | 28,095 | +2.0% | 0.87% | +9.0% |
| Q3 2014 | $939,000 | -3.8% | 27,557 | -0.2% | 0.80% | -2.4% |
| Q2 2014 | $976,000 | +11.5% | 27,607 | +4.5% | 0.82% | +12.0% |
| Q1 2014 | $875,000 | +10.2% | 26,415 | +0.7% | 0.73% | -2.9% |
| Q4 2013 | $794,000 | – | 26,239 | – | 0.75% | – |
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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% |