SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,248 | -12.4% | 21,881 | -1.8% | 0.07% | -11.7% |
| Q2 2023 | $435,354 | +0.5% | 22,293 | +0.3% | 0.08% | -8.3% |
| Q1 2023 | $433,389 | +0.1% | 22,226 | -1.0% | 0.08% | -8.7% |
| Q4 2022 | $432,946 | +3.6% | 22,447 | +0.3% | 0.09% | -8.0% |
| Q3 2022 | $418,000 | +20.1% | 22,384 | +34.6% | 0.10% | +20.5% |
| Q2 2022 | $348,000 | -26.1% | 16,624 | -12.7% | 0.08% | -11.7% |
| Q1 2022 | $471,000 | +0.9% | 19,033 | +114.7% | 0.09% | +1.1% |
| Q4 2021 | $467,000 | +3.1% | 8,864 | -10.3% | 0.09% | -33.6% |
| Q3 2021 | $453,000 | -4.6% | 9,883 | -4.3% | 0.14% | 0.0% |
| Q2 2021 | $475,000 | +34.2% | 10,325 | +11.7% | 0.14% | +0.7% |
| Q4 2020 | $354,000 | +13.8% | 9,240 | +5.1% | 0.14% | -14.7% |
| Q3 2020 | $311,000 | -0.6% | 8,788 | -0.7% | 0.16% | -25.2% |
| Q2 2020 | $313,000 | +9.1% | 8,851 | +0.3% | 0.22% | -23.2% |
| Q1 2020 | $287,000 | -27.9% | 8,825 | +2.0% | 0.28% | -15.0% |
| Q4 2019 | $398,000 | – | 8,654 | – | 0.33% | – |
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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% |