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 | $754 | +25.0% | 42,487 | +37.6% | 0.12% | +30.8% |
| Q2 2023 | $603 | -6.1% | 30,866 | -6.2% | 0.09% | -9.9% |
| Q1 2023 | $642 | -90.3% | 32,917 | -90.4% | 0.10% | -90.8% |
| Q4 2022 | $6,606 | -98.7% | 342,453 | +1184.4% | 1.09% | +1076.3% |
| Q3 2022 | $498,000 | -4.8% | 26,662 | +7.6% | 0.09% | -1.1% |
| Q2 2022 | $523,000 | -14.7% | 24,775 | +0.6% | 0.09% | -13.8% |
| Q1 2022 | $613,000 | -4.1% | 24,618 | +102.9% | 0.11% | -10.7% |
| Q4 2021 | $639,000 | +19.9% | 12,136 | +4.0% | 0.12% | +8.9% |
| Q3 2021 | $533,000 | +3.9% | 11,674 | +4.2% | 0.11% | +0.9% |
| Q2 2021 | $513,000 | +9.6% | 11,207 | -1.6% | 0.11% | 0.0% |
| Q1 2021 | $468,000 | +9.1% | 11,387 | +0.7% | 0.11% | +5.7% |
| Q4 2020 | $429,000 | -2.3% | 11,305 | -9.0% | 0.10% | -10.3% |
| Q3 2020 | $439,000 | +26.5% | 12,423 | +26.0% | 0.12% | +17.0% |
| Q2 2020 | $347,000 | +6.1% | 9,861 | -1.4% | 0.10% | -2.0% |
| Q1 2020 | $327,000 | -28.0% | 10,002 | +1.2% | 0.10% | -10.5% |
| Q4 2019 | $454,000 | -1.3% | 9,884 | +1.4% | 0.11% | -4.2% |
| Q3 2019 | $460,000 | +3.4% | 9,746 | -2.7% | 0.12% | +0.8% |
| Q2 2019 | $445,000 | +5.2% | 10,015 | +5.2% | 0.12% | +14.6% |
| Q1 2019 | $423,000 | +18.5% | 9,520 | +2.7% | 0.10% | +3.0% |
| Q4 2018 | $357,000 | -7.0% | 9,266 | +0.7% | 0.10% | -10.7% |
| Q3 2018 | $384,000 | +0.3% | 9,199 | +0.3% | 0.11% | -21.7% |
| Q2 2018 | $383,000 | +9.4% | 9,175 | +0.3% | 0.14% | -5.3% |
| Q1 2018 | $350,000 | – | 9,146 | – | 0.15% | – |
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% |