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 | $1,146,135 | -13.0% | 64,571 | -4.2% | 0.38% | -9.5% |
| Q2 2023 | $1,316,771 | -8.2% | 67,423 | -8.3% | 0.42% | -19.7% |
| Q1 2023 | $1,434,108 | +1.1% | 73,544 | 0.0% | 0.52% | -7.6% |
| Q4 2022 | $1,418,664 | +18.9% | 73,544 | +15.2% | 0.57% | +15.7% |
| Q3 2022 | $1,193,000 | -16.5% | 63,814 | -5.7% | 0.49% | -13.6% |
| Q2 2022 | $1,428,000 | -22.0% | 67,692 | -7.9% | 0.57% | -8.3% |
| Q1 2022 | $1,830,000 | -0.2% | 73,530 | +111.2% | 0.62% | +2.7% |
| Q4 2021 | $1,834,000 | +25.0% | 34,811 | +8.4% | 0.60% | +12.9% |
| Q3 2021 | $1,467,000 | +0.2% | 32,111 | +0.4% | 0.53% | -16.1% |
| Q2 2021 | $1,464,000 | +16.4% | 31,969 | +4.5% | 0.64% | +13.8% |
| Q1 2021 | $1,258,000 | +26.7% | 30,606 | +17.0% | 0.56% | +15.5% |
| Q4 2020 | $993,000 | +72.1% | 26,165 | +60.5% | 0.48% | +42.1% |
| Q3 2020 | $577,000 | +0.5% | 16,300 | 0.0% | 0.34% | -17.5% |
| Q2 2020 | $574,000 | +32.0% | 16,300 | +22.6% | 0.41% | +43.6% |
| Q1 2020 | $435,000 | -37.3% | 13,300 | -11.9% | 0.29% | -28.1% |
| Q4 2019 | $694,000 | – | 15,090 | – | 0.40% | – |
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% |