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 | $2,540,391 | -9.2% | 143,121 | -0.0% | 0.72% | -6.6% |
Q2 2023 | $2,796,544 | -0.7% | 143,192 | -0.8% | 0.77% | -5.3% |
Q1 2023 | $2,815,170 | +0.1% | 144,368 | -1.0% | 0.81% | -6.5% |
Q4 2022 | $2,813,025 | +3.0% | 145,828 | -0.2% | 0.87% | -6.5% |
Q3 2022 | $2,731,795 | -13.9% | 146,163 | -2.8% | 0.93% | -8.9% |
Q2 2022 | $3,171,525 | -18.9% | 150,380 | -4.3% | 1.02% | -15.6% |
Q1 2022 | $3,910,774 | -9.0% | 157,122 | +92.6% | 1.20% | -7.5% |
Q4 2021 | $4,297,493 | +13.9% | 81,562 | -1.2% | 1.30% | +2.8% |
Q3 2021 | $3,772,144 | -2.0% | 82,578 | -1.8% | 1.27% | -9.1% |
Q2 2021 | $3,849,400 | +11.3% | 84,066 | -0.1% | 1.39% | +0.7% |
Q1 2021 | $3,457,966 | +7.2% | 84,156 | -1.0% | 1.38% | +2.1% |
Q4 2020 | $3,226,490 | +4.4% | 84,975 | -2.7% | 1.35% | -6.8% |
Q3 2020 | $3,090,142 | +13.7% | 87,366 | +13.2% | 1.45% | +7.9% |
Q2 2020 | $2,718,400 | +24.3% | 77,183 | +15.5% | 1.35% | +1.2% |
Q1 2020 | $2,187,636 | +132.0% | 66,818 | +225.6% | 1.33% | +177.1% |
Q4 2019 | $943,049 | -1.7% | 20,519 | +0.9% | 0.48% | -12.7% |
Q3 2019 | $959,255 | +4.6% | 20,336 | -1.4% | 0.55% | +0.7% |
Q2 2019 | $916,885 | -0.8% | 20,632 | -0.8% | 0.55% | -8.4% |
Q1 2019 | $924,187 | – | 20,801 | – | 0.60% | – |
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% |