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 | $155,898 | -9.1% | 8,783 | 0.0% | 0.27% | -6.2% |
| Q2 2023 | $171,532 | +9.2% | 8,783 | +9.0% | 0.29% | +4.7% |
| Q1 2023 | $157,131 | +110555.6% | 8,058 | +9.7% | 0.28% | 0.0% |
| Q4 2022 | $142 | -99.9% | 7,348 | 0.0% | 0.28% | -4.8% |
| Q3 2022 | $137,000 | -11.6% | 7,348 | 0.0% | 0.29% | -15.7% |
| Q2 2022 | $155,000 | -15.3% | 7,348 | 0.0% | 0.34% | -4.2% |
| Q1 2022 | $183,000 | -5.7% | 7,348 | +100.0% | 0.36% | +20.5% |
| Q4 2021 | $194,000 | +15.5% | 3,674 | 0.0% | 0.30% | +9.2% |
| Q3 2021 | $168,000 | 0.0% | 3,674 | 0.0% | 0.27% | -3.2% |
| Q2 2021 | $168,000 | +11.3% | 3,674 | 0.0% | 0.28% | +2.9% |
| Q1 2021 | $151,000 | +7.9% | 3,674 | 0.0% | 0.27% | +7.9% |
| Q4 2020 | $140,000 | +7.7% | 3,674 | 0.0% | 0.25% | -3.8% |
| Q3 2020 | $130,000 | +0.8% | 3,674 | 0.0% | 0.26% | -5.1% |
| Q2 2020 | $129,000 | +31.6% | 3,674 | -87.8% | 0.28% | +16.4% |
| Q1 2020 | $98,000 | -29.0% | 30,004 | 0.0% | 0.24% | -16.5% |
| Q4 2019 | $138,000 | +7.8% | 30,004 | +1005.1% | 0.28% | +4.0% |
| Q3 2019 | $128,000 | +5.8% | 2,715 | 0.0% | 0.27% | +38.4% |
| Q2 2019 | $121,000 | -6.9% | 2,715 | -7.5% | 0.20% | -2.5% |
| Q1 2019 | $130,000 | +21.5% | 2,935 | +6.1% | 0.20% | +17.3% |
| Q4 2018 | $107,000 | +7.0% | 2,767 | +15.2% | 0.17% | +19.3% |
| Q3 2018 | $100,000 | -12.3% | 2,402 | -19.2% | 0.14% | +93.3% |
| Q2 2018 | $114,000 | 0.0% | 2,974 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $114,000 | -9.5% | 2,974 | -1.8% | 0.08% | -9.6% |
| Q4 2017 | $126,000 | +0.8% | 3,027 | 0.0% | 0.08% | -2.4% |
| Q3 2017 | $125,000 | +4.2% | 3,027 | +3.6% | 0.08% | -7.6% |
| Q2 2017 | $120,000 | – | 2,921 | – | 0.09% | – |
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% |