SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $490,976 | -0.5% | 27,661 | +9.5% | 0.22% | +13.3% |
Q2 2023 | $493,227 | +4.7% | 25,255 | +4.6% | 0.20% | 0.0% |
Q1 2023 | $471,023 | +11.9% | 24,155 | +10.7% | 0.20% | +10.1% |
Q4 2022 | $420,792 | +4.4% | 21,814 | +1.3% | 0.18% | -3.8% |
Q3 2022 | $403,000 | -13.9% | 21,544 | -2.8% | 0.18% | -7.5% |
Q2 2022 | $468,000 | -23.4% | 22,170 | -9.7% | 0.20% | -8.7% |
Q1 2022 | $611,000 | -23.6% | 24,554 | +61.8% | 0.22% | -20.7% |
Q4 2021 | $800,000 | +21.0% | 15,177 | +4.9% | 0.28% | +10.8% |
Q3 2021 | $661,000 | +3.9% | 14,462 | +4.1% | 0.25% | +3.3% |
Q2 2021 | $636,000 | +10.2% | 13,899 | -0.9% | 0.24% | +4.3% |
Q1 2021 | $577,000 | +14.7% | 14,031 | +5.9% | 0.23% | +9.5% |
Q4 2020 | $503,000 | +9.3% | 13,251 | +1.8% | 0.21% | -2.3% |
Q3 2020 | $460,000 | +8.0% | 13,015 | +7.7% | 0.22% | +6.4% |
Q2 2020 | $426,000 | +34.8% | 12,083 | +25.1% | 0.20% | +19.4% |
Q1 2020 | $316,000 | +9.3% | 9,659 | +53.5% | 0.17% | +41.7% |
Q4 2019 | $289,000 | -2.7% | 6,291 | -0.1% | 0.12% | -7.0% |
Q3 2019 | $297,000 | +5.3% | 6,296 | -0.8% | 0.13% | +15.2% |
Q2 2019 | $282,000 | -17.1% | 6,344 | -17.1% | 0.11% | -8.9% |
Q1 2019 | $340,000 | +4.6% | 7,649 | -9.4% | 0.12% | -12.1% |
Q4 2018 | $325,000 | -23.7% | 8,440 | -17.4% | 0.14% | -16.2% |
Q3 2018 | $426,000 | – | 10,212 | – | 0.17% | – |
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% |