SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $19,000 | -42.4% | 1,018 | -35.8% | 0.00% | -100.0% |
| Q2 2022 | $33,000 | -15.4% | 1,586 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $39,000 | -18.8% | 1,586 | +72.8% | 0.00% | 0.0% |
| Q4 2021 | $48,000 | +23.1% | 918 | +8.9% | 0.00% | 0.0% |
| Q3 2021 | $39,000 | +5.4% | 843 | +4.5% | 0.00% | 0.0% |
| Q2 2021 | $37,000 | +12.1% | 807 | +0.9% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | +10.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $30,000 | -23.1% | 800 | -27.3% | 0.00% | 0.0% |
| Q3 2020 | $39,000 | 0.0% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $39,000 | -30.4% | 1,100 | -35.3% | 0.00% | -50.0% |
| Q1 2020 | $56,000 | +1020.0% | 1,700 | +1340.7% | 0.00% | – |
| Q4 2018 | $5,000 | -82.1% | 118 | -81.5% | 0.00% | -100.0% |
| Q2 2016 | $28,000 | +7.7% | 638 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $26,000 | +4.0% | 638 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $25,000 | +38.9% | 638 | +37.5% | 0.00% | 0.0% |
| Q4 2014 | $18,000 | +12.5% | 464 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $16,000 | 0.0% | 464 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $16,000 | – | 464 | – | 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% |