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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,468,970 | +30.8% | 70,930 | +12.1% | 0.57% | +20.1% |
| Q3 2023 | $1,123,053 | -16.7% | 63,271 | -8.3% | 0.47% | -14.3% |
| Q2 2023 | $1,348,195 | +2.3% | 69,032 | +2.1% | 0.55% | -5.2% |
| Q1 2023 | $1,317,871 | +5.3% | 67,583 | +4.1% | 0.58% | -1.7% |
| Q4 2022 | $1,252,104 | +39.1% | 64,909 | +34.8% | 0.59% | +29.8% |
| Q3 2022 | $900,000 | -15.8% | 48,168 | -5.0% | 0.46% | -10.9% |
| Q2 2022 | $1,069,000 | -3.5% | 50,682 | +13.9% | 0.51% | +6.7% |
| Q1 2022 | $1,108,000 | -4.1% | 44,510 | +103.1% | 0.48% | -0.6% |
| Q4 2021 | $1,155,000 | +26.2% | 21,912 | +9.3% | 0.48% | +18.4% |
| Q3 2021 | $915,000 | +9.4% | 20,041 | +9.8% | 0.41% | +10.0% |
| Q2 2021 | $836,000 | +19.1% | 18,258 | +6.8% | 0.37% | +8.5% |
| Q1 2021 | $702,000 | +16.6% | 17,093 | +7.8% | 0.34% | +13.6% |
| Q4 2020 | $602,000 | +8.3% | 15,856 | +0.8% | 0.30% | -4.1% |
| Q3 2020 | $556,000 | +10.3% | 15,726 | +9.8% | 0.31% | +4.7% |
| Q2 2020 | $504,000 | +7.5% | 14,317 | +0.0% | 0.30% | -7.7% |
| Q1 2020 | $469,000 | -23.5% | 14,316 | +6.7% | 0.32% | -8.7% |
| Q4 2019 | $613,000 | +8.9% | 13,417 | +12.8% | 0.36% | +4.1% |
| Q3 2019 | $563,000 | +5.2% | 11,899 | +1.7% | 0.34% | +3.0% |
| Q2 2019 | $535,000 | +1.9% | 11,699 | -1.0% | 0.33% | -0.3% |
| Q1 2019 | $525,000 | -60.9% | 11,822 | -66.0% | 0.33% | +8.5% |
| Q4 2018 | $1,341,000 | +240.4% | 34,791 | +268.7% | 0.31% | +24.8% |
| Q3 2018 | $394,000 | +1.3% | 9,435 | +1.2% | 0.25% | -2.8% |
| Q2 2018 | $389,000 | +19.7% | 9,320 | +9.6% | 0.25% | +18.8% |
| Q1 2018 | $325,000 | +25.0% | 8,503 | +36.2% | 0.21% | +26.0% |
| Q4 2017 | $260,000 | +20.4% | 6,241 | +19.0% | 0.17% | +15.8% |
| Q3 2017 | $216,000 | – | 5,243 | – | 0.15% | – |
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% |