SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $476,000 | +38.8% | 10,421 | +38.9% | 0.06% | +12.7% |
| Q2 2021 | $343,000 | +11.4% | 7,500 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $308,000 | +8.1% | 7,500 | 0.0% | 0.06% | +1.9% |
| Q4 2020 | $285,000 | +7.5% | 7,500 | 0.0% | 0.05% | -1.8% |
| Q3 2020 | $265,000 | -2.2% | 7,500 | -2.6% | 0.06% | -5.2% |
| Q2 2020 | $271,000 | +7.5% | 7,700 | 0.0% | 0.06% | -9.4% |
| Q1 2020 | $252,000 | -37.0% | 7,700 | -11.4% | 0.06% | -26.4% |
| Q4 2019 | $400,000 | -3.6% | 8,692 | -1.2% | 0.09% | -7.4% |
| Q3 2019 | $415,000 | +6.1% | 8,802 | 0.0% | 0.09% | +10.6% |
| Q2 2019 | $391,000 | -4.4% | 8,802 | -4.4% | 0.08% | -4.5% |
| Q1 2019 | $409,000 | +581.7% | 9,203 | +494.1% | 0.09% | +134.2% |
| Q4 2018 | $60,000 | -7.7% | 1,549 | 0.0% | 0.04% | +11.8% |
| Q3 2018 | $65,000 | -3.0% | 1,549 | -3.6% | 0.03% | 0.0% |
| Q2 2018 | $67,000 | -38.0% | 1,607 | -43.0% | 0.03% | -39.3% |
| Q1 2018 | $108,000 | -12.2% | 2,818 | -4.5% | 0.06% | -6.7% |
| Q4 2017 | $123,000 | +1.7% | 2,952 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $121,000 | -0.8% | 2,952 | 0.0% | 0.06% | -1.6% |
| Q2 2017 | $122,000 | +1.7% | 2,952 | 0.0% | 0.06% | +3.4% |
| Q1 2017 | $120,000 | – | 2,952 | – | 0.06% | – |
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% |