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 | $6,270,077 | -5.1% | 353,244 | +4.4% | 5.78% | -1.3% |
| Q2 2023 | $6,609,903 | +6.8% | 338,449 | +6.7% | 5.85% | +3.5% |
| Q1 2023 | $6,186,794 | +4.8% | 317,271 | +3.6% | 5.65% | -1.2% |
| Q4 2022 | $5,904,969 | -4.1% | 306,116 | -7.1% | 5.72% | -10.7% |
| Q3 2022 | $6,155,000 | -6.6% | 329,335 | +5.4% | 6.41% | +1.1% |
| Q2 2022 | $6,587,000 | -15.9% | 312,347 | -0.7% | 6.34% | -2.6% |
| Q1 2022 | $7,831,000 | -16.6% | 314,632 | +76.5% | 6.51% | -3.5% |
| Q4 2021 | $9,392,000 | +10.7% | 178,253 | -4.1% | 6.75% | +8.6% |
| Q3 2021 | $8,488,000 | -1.2% | 185,809 | -1.0% | 6.21% | +0.2% |
| Q2 2021 | $8,595,000 | +6.9% | 187,697 | -4.0% | 6.20% | +3.5% |
| Q1 2021 | $8,038,000 | +30.0% | 195,617 | +20.1% | 6.00% | +10.6% |
| Q4 2020 | $6,184,000 | +17.7% | 162,862 | +9.7% | 5.42% | -0.8% |
| Q3 2020 | $5,253,000 | +14.0% | 148,447 | +13.5% | 5.46% | +6.6% |
| Q2 2020 | $4,606,000 | -2.6% | 130,771 | -9.5% | 5.13% | -18.1% |
| Q1 2020 | $4,731,000 | -35.2% | 144,497 | -9.1% | 6.26% | -11.8% |
| Q4 2019 | $7,304,000 | – | 158,922 | – | 7.10% | – |
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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% |