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 | $182,040 | +3.2% | 10,535 | +16.6% | 0.01% | 0.0% |
| Q2 2023 | $176,464 | -28.5% | 9,036 | -30.4% | 0.01% | -30.8% |
| Q1 2023 | $246,741 | +6.4% | 12,986 | +8.0% | 0.01% | -18.8% |
| Q4 2022 | $231,964 | +10.5% | 12,025 | +10.5% | 0.02% | 0.0% |
| Q3 2022 | $210,000 | -8.3% | 10,884 | +0.2% | 0.02% | -11.1% |
| Q2 2022 | $229,000 | +13.9% | 10,867 | +20.8% | 0.02% | +12.5% |
| Q1 2022 | $201,000 | -26.6% | 8,994 | +72.7% | 0.02% | -92.5% |
| Q4 2021 | $274,000 | +16.1% | 5,207 | +0.7% | 0.21% | +821.7% |
| Q3 2021 | $236,000 | +7.8% | 5,172 | +8.0% | 0.02% | +4.5% |
| Q2 2021 | $219,000 | +204.2% | 4,788 | +171.4% | 0.02% | +175.0% |
| Q1 2021 | $72,000 | +350.0% | 1,764 | +329.2% | 0.01% | +300.0% |
| Q4 2020 | $16,000 | -68.0% | 411 | -70.7% | 0.00% | -71.4% |
| Q3 2020 | $50,000 | +13.6% | 1,405 | +11.8% | 0.01% | 0.0% |
| Q2 2020 | $44,000 | -48.8% | 1,257 | -51.9% | 0.01% | -56.2% |
| Q1 2020 | $86,000 | +104.8% | 2,612 | +136.8% | 0.02% | +45.5% |
| Q4 2018 | $42,000 | +500.0% | 1,103 | +556.5% | 0.01% | +450.0% |
| Q3 2018 | $7,000 | -30.0% | 168 | -36.6% | 0.00% | -33.3% |
| Q1 2018 | $10,000 | -16.7% | 265 | -8.3% | 0.00% | 0.0% |
| Q4 2017 | $12,000 | +9.1% | 289 | +9.1% | 0.00% | -40.0% |
| Q3 2017 | $11,000 | +83.3% | 265 | +82.8% | 0.01% | +66.7% |
| Q2 2017 | $6,000 | – | 145 | – | 0.00% | – |
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% |