SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,591,801 | -9.3% | 89,679 | -0.2% | 0.49% | -5.8% |
Q2 2023 | $1,755,152 | -0.7% | 89,870 | -0.9% | 0.52% | -10.3% |
Q1 2023 | $1,767,615 | +6.6% | 90,647 | +5.5% | 0.58% | -3.2% |
Q4 2022 | $1,657,705 | +70.7% | 85,936 | +65.4% | 0.60% | +53.2% |
Q3 2022 | $971,000 | +5.4% | 51,968 | +19.0% | 0.39% | +7.7% |
Q2 2022 | $921,000 | -27.7% | 43,687 | -14.7% | 0.36% | -9.7% |
Q1 2022 | $1,274,000 | +19.7% | 51,205 | +153.5% | 0.40% | +12.3% |
Q4 2021 | $1,064,000 | +38.5% | 20,200 | +20.1% | 0.36% | -3.0% |
Q3 2021 | $768,000 | -18.5% | 16,815 | -18.2% | 0.37% | +0.3% |
Q2 2021 | $942,000 | +11.5% | 20,566 | +0.0% | 0.37% | +2.5% |
Q1 2021 | $845,000 | +10.2% | 20,565 | +1.8% | 0.36% | +2.0% |
Q4 2020 | $767,000 | +1.9% | 20,207 | -5.0% | 0.35% | -16.6% |
Q3 2020 | $753,000 | +0.5% | 21,280 | +0.0% | 0.42% | -13.7% |
Q2 2020 | $749,000 | -4.9% | 21,277 | -11.6% | 0.49% | -18.2% |
Q1 2020 | $788,000 | -13.4% | 24,068 | +21.5% | 0.60% | -9.3% |
Q4 2019 | $910,000 | -10.9% | 19,805 | -8.5% | 0.66% | -12.5% |
Q3 2019 | $1,021,000 | +16.6% | 21,641 | +9.8% | 0.75% | +0.8% |
Q2 2019 | $876,000 | -10.1% | 19,703 | -10.2% | 0.75% | -14.2% |
Q1 2019 | $974,000 | +8.3% | 21,933 | -6.4% | 0.87% | +23.0% |
Q4 2018 | $899,000 | – | 23,427 | – | 0.71% | – |
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% |