SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,909,563 | -10.2% | 107,581 | -1.2% | 0.10% | -11.7% |
| Q2 2023 | $2,126,485 | -15.0% | 108,883 | -15.1% | 0.11% | -27.0% |
| Q1 2023 | $2,500,700 | -17.4% | 128,241 | -18.3% | 0.15% | -16.9% |
| Q4 2022 | $3,026,408 | +8.4% | 156,890 | +5.0% | 0.18% | -4.7% |
| Q3 2022 | $2,792,000 | -14.0% | 149,390 | -1.3% | 0.19% | +20.0% |
| Q2 2022 | $3,246,000 | -13.6% | 151,282 | +0.2% | 0.16% | -0.6% |
| Q1 2022 | $3,759,000 | -2.9% | 151,055 | +105.5% | 0.16% | +9.5% |
| Q4 2021 | $3,873,000 | +14.6% | 73,520 | +0.7% | 0.15% | +14.0% |
| Q3 2021 | $3,379,000 | -0.3% | 73,044 | -0.5% | 0.13% | -2.3% |
| Q2 2021 | $3,388,000 | +7.7% | 73,405 | +3.6% | 0.13% | +50.0% |
| Q1 2021 | $3,145,000 | +7.8% | 70,859 | +0.5% | 0.09% | -24.8% |
| Q4 2020 | $2,917,000 | +30.4% | 70,488 | +9.7% | 0.12% | +0.9% |
| Q3 2020 | $2,237,000 | +10.1% | 64,263 | +8.1% | 0.12% | +2.7% |
| Q2 2020 | $2,031,000 | +41.0% | 59,432 | +36.3% | 0.11% | +16.5% |
| Q1 2020 | $1,440,000 | +2838.8% | 43,618 | +3890.7% | 0.10% | +3133.3% |
| Q4 2019 | $49,000 | -7.5% | 1,093 | -3.5% | 0.00% | 0.0% |
| Q3 2019 | $53,000 | +6.0% | 1,133 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $50,000 | 0.0% | 1,133 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $50,000 | +22.0% | 1,133 | +4.4% | 0.00% | 0.0% |
| Q4 2018 | $41,000 | -29.3% | 1,085 | -22.5% | 0.00% | -25.0% |
| Q3 2018 | $58,000 | -9.4% | 1,400 | -8.8% | 0.00% | -20.0% |
| Q2 2018 | $64,000 | +56.1% | 1,535 | +41.5% | 0.01% | +25.0% |
| Q1 2018 | $41,000 | -8.9% | 1,085 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $45,000 | +15.4% | 1,085 | +14.2% | 0.00% | 0.0% |
| Q3 2017 | $39,000 | +875.0% | 950 | +850.0% | 0.00% | – |
| Q2 2017 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2017 | $4,000 | -33.3% | 100 | -40.1% | 0.00% | -100.0% |
| Q4 2016 | $6,000 | +200.0% | 167 | +149.3% | 0.00% | – |
| Q3 2016 | $2,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q2 2016 | $2,000 | 0.0% | 67 | 0.0% | 0.00% | – |
| Q1 2016 | $2,000 | – | 67 | – | 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% |