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 | $646,631 | -9.4% | 35,867 | +4.2% | 0.03% | -7.1% |
| Q2 2023 | $714,056 | -4.0% | 34,432 | -1.3% | 0.03% | -31.7% |
| Q1 2023 | $743,593 | -3.3% | 34,884 | -3.0% | 0.04% | +7.9% |
| Q4 2022 | $768,890 | -8.9% | 35,968 | -5.0% | 0.04% | -13.6% |
| Q3 2022 | $844,000 | -5.3% | 37,851 | -3.5% | 0.04% | -4.3% |
| Q2 2022 | $891,000 | -15.6% | 39,217 | -15.4% | 0.05% | -9.8% |
| Q1 2022 | $1,056,000 | +7.1% | 46,359 | +112.4% | 0.05% | +10.9% |
| Q4 2021 | $986,000 | +0.1% | 21,826 | +1.2% | 0.05% | -6.1% |
| Q3 2021 | $985,000 | -4.0% | 21,565 | -3.8% | 0.05% | -9.3% |
| Q2 2021 | $1,026,000 | +27.1% | 22,411 | +14.1% | 0.05% | +8.0% |
| Q1 2021 | $807,000 | +10.5% | 19,640 | +2.1% | 0.05% | -5.7% |
| Q4 2020 | $730,000 | +38.5% | 19,238 | +28.9% | 0.05% | +10.4% |
| Q3 2020 | $527,000 | +21.4% | 14,924 | +21.2% | 0.05% | +4.3% |
| Q2 2020 | $434,000 | +8.2% | 12,314 | +0.4% | 0.05% | -14.8% |
| Q1 2020 | $401,000 | -28.4% | 12,259 | +0.6% | 0.05% | -21.7% |
| Q4 2019 | $560,000 | -6.8% | 12,190 | -4.3% | 0.07% | -19.8% |
| Q3 2019 | $601,000 | +13.8% | 12,732 | +7.1% | 0.09% | +4.9% |
| Q2 2019 | $528,000 | +6.0% | 11,891 | +6.0% | 0.08% | -6.8% |
| Q1 2019 | $498,000 | +8.0% | 11,218 | -6.6% | 0.09% | -10.2% |
| Q4 2018 | $461,000 | -13.8% | 12,017 | -6.3% | 0.10% | -11.7% |
| Q3 2018 | $535,000 | -6.1% | 12,826 | -5.9% | 0.11% | -24.5% |
| Q2 2018 | $570,000 | +0.9% | 13,635 | -7.8% | 0.15% | -55.5% |
| Q1 2018 | $565,000 | -5.5% | 14,783 | +2.9% | 0.33% | +15.4% |
| Q4 2017 | $598,000 | +17.5% | 14,367 | +16.2% | 0.29% | -15.9% |
| Q3 2017 | $509,000 | -9.1% | 12,364 | -9.0% | 0.34% | -17.7% |
| Q2 2017 | $560,000 | -0.9% | 13,589 | -2.0% | 0.41% | -8.2% |
| Q1 2017 | $565,000 | -3.6% | 13,865 | -2.7% | 0.45% | -10.5% |
| Q4 2016 | $586,000 | – | 14,256 | – | 0.50% | – |
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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% |