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 | $527,838 | -9.0% | 29,737 | +0.1% | 0.09% | -6.4% |
| Q2 2023 | $579,996 | +1.0% | 29,698 | +0.9% | 0.09% | -7.8% |
| Q1 2023 | $573,993 | +4.3% | 29,436 | +3.1% | 0.10% | -3.8% |
| Q4 2022 | $550,545 | +8.2% | 28,540 | +4.7% | 0.11% | -0.9% |
| Q3 2022 | $509,000 | +1.0% | 27,250 | +14.1% | 0.11% | 0.0% |
| Q2 2022 | $504,000 | -14.7% | 23,879 | +0.5% | 0.11% | -3.6% |
| Q1 2022 | $591,000 | -9.5% | 23,763 | +91.7% | 0.11% | -11.9% |
| Q4 2021 | $653,000 | +15.8% | 12,394 | +0.4% | 0.13% | +8.6% |
| Q3 2021 | $564,000 | -1.1% | 12,347 | -0.7% | 0.12% | -9.4% |
| Q2 2021 | $570,000 | +11.8% | 12,439 | +0.3% | 0.13% | +2.4% |
| Q1 2021 | $510,000 | -3.2% | 12,402 | -10.7% | 0.12% | -6.0% |
| Q4 2020 | $527,000 | +2.5% | 13,889 | -4.5% | 0.13% | -28.1% |
| Q3 2020 | $514,000 | -7.2% | 14,541 | -7.5% | 0.18% | -13.6% |
| Q2 2020 | $554,000 | -72.2% | 15,725 | -74.2% | 0.21% | -76.8% |
| Q1 2020 | $1,993,000 | -27.8% | 60,853 | +1.4% | 0.92% | -7.8% |
| Q4 2019 | $2,759,000 | -0.1% | 60,025 | +2.5% | 1.00% | -6.7% |
| Q3 2019 | $2,763,000 | +6.8% | 58,556 | +0.6% | 1.07% | +4.8% |
| Q2 2019 | $2,586,000 | +1.7% | 58,185 | +1.7% | 1.02% | -3.2% |
| Q1 2019 | $2,542,000 | +25.4% | 57,195 | +8.7% | 1.06% | +4.4% |
| Q4 2018 | $2,027,000 | -6.6% | 52,624 | +1.2% | 1.01% | +5.8% |
| Q3 2018 | $2,171,000 | +2.7% | 52,007 | +2.9% | 0.96% | -1.7% |
| Q2 2018 | $2,113,000 | +13.3% | 50,561 | +3.7% | 0.98% | +9.4% |
| Q1 2018 | $1,865,000 | -0.1% | 48,739 | +8.7% | 0.89% | -4.9% |
| Q4 2017 | $1,867,000 | +3.5% | 44,850 | +2.4% | 0.94% | -1.7% |
| Q3 2017 | $1,803,000 | +3.2% | 43,814 | +3.4% | 0.95% | -1.4% |
| Q2 2017 | $1,747,000 | +26.0% | 42,391 | +24.7% | 0.97% | +20.7% |
| Q1 2017 | $1,387,000 | -0.9% | 33,988 | -0.3% | 0.80% | -6.1% |
| Q4 2016 | $1,400,000 | +453.4% | 34,099 | +475.4% | 0.85% | +420.1% |
| Q3 2016 | $253,000 | +3.3% | 5,926 | +5.4% | 0.16% | -4.1% |
| Q2 2016 | $245,000 | – | 5,623 | – | 0.17% | – |
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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% |