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 | $445,081 | +9.4% | 25,075 | +20.4% | 0.08% | +11.8% |
| Q2 2023 | $406,810 | +17.2% | 20,830 | +17.0% | 0.08% | +11.8% |
| Q1 2023 | $347,081 | +42.4% | 17,799 | +40.9% | 0.07% | +30.8% |
| Q4 2022 | $243,652 | +12.3% | 12,631 | +8.9% | 0.05% | 0.0% |
| Q3 2022 | $217,000 | -13.2% | 11,596 | -2.0% | 0.05% | -11.9% |
| Q2 2022 | $250,000 | -19.4% | 11,834 | -5.0% | 0.06% | -4.8% |
| Q1 2022 | $310,000 | -2.5% | 12,453 | +106.3% | 0.06% | +1.6% |
| Q4 2021 | $318,000 | +14.0% | 6,036 | -1.0% | 0.06% | +15.1% |
| Q3 2021 | $279,000 | +1.8% | 6,099 | +1.9% | 0.05% | -1.9% |
| Q2 2021 | $274,000 | +9.2% | 5,987 | -2.0% | 0.05% | -40.0% |
| Q1 2021 | $251,000 | +21.3% | 6,109 | +11.9% | 0.09% | +26.8% |
| Q4 2020 | $207,000 | – | 5,459 | – | 0.07% | – |
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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% |