SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
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% | – |
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% |