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 | $193,828 | -12.0% | 10,920 | -3.2% | 0.01% | -7.7% |
| Q2 2023 | $220,256 | -1.6% | 11,278 | -1.8% | 0.01% | 0.0% |
| Q1 2023 | $223,864 | +6.8% | 11,480 | +5.7% | 0.01% | -7.1% |
| Q4 2022 | $209,551 | +0.7% | 10,863 | -2.4% | 0.01% | 0.0% |
| Q3 2022 | $208,000 | -11.1% | 11,131 | +0.5% | 0.01% | -6.7% |
| Q2 2022 | $234,000 | -12.4% | 11,074 | +3.2% | 0.02% | -6.2% |
| Q1 2022 | $267,000 | -5.3% | 10,734 | +100.9% | 0.02% | -5.9% |
| Q4 2021 | $282,000 | +11.9% | 5,344 | -3.0% | 0.02% | 0.0% |
| Q3 2021 | $252,000 | -4.9% | 5,508 | -4.9% | 0.02% | -15.0% |
| Q2 2021 | $265,000 | +7.7% | 5,789 | -3.3% | 0.02% | -9.1% |
| Q1 2021 | $246,000 | +9.3% | 5,988 | +1.0% | 0.02% | -12.0% |
| Q4 2020 | $225,000 | +0.9% | 5,926 | -6.1% | 0.02% | -10.7% |
| Q3 2020 | $223,000 | 0.0% | 6,311 | -0.1% | 0.03% | +7.7% |
| Q2 2020 | $223,000 | +6.7% | 6,319 | -1.2% | 0.03% | -36.6% |
| Q1 2020 | $209,000 | -16.4% | 6,394 | +17.7% | 0.04% | +20.6% |
| Q4 2019 | $250,000 | – | 5,433 | – | 0.03% | – |
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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% |