SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $833,752 | -58.0% | 46,972 | -53.8% | 0.01% | -58.6% |
| Q2 2023 | $1,983,535 | -14.2% | 101,563 | -14.4% | 0.03% | -19.4% |
| Q1 2023 | $2,312,903 | +0.3% | 118,610 | -0.8% | 0.04% | -7.7% |
| Q4 2022 | $2,306,134 | +95.3% | 119,551 | +89.1% | 0.04% | +77.3% |
| Q3 2022 | $1,181,000 | -20.8% | 63,211 | -10.7% | 0.02% | -21.4% |
| Q2 2022 | $1,492,000 | -14.5% | 70,747 | +0.9% | 0.03% | -3.4% |
| Q1 2022 | $1,745,000 | -1.7% | 70,117 | +108.0% | 0.03% | 0.0% |
| Q4 2021 | $1,776,000 | +21.8% | 33,703 | +5.6% | 0.03% | +3.6% |
| Q3 2021 | $1,458,000 | +14.5% | 31,928 | +14.9% | 0.03% | +12.0% |
| Q2 2021 | $1,273,000 | +213.5% | 27,797 | +181.4% | 0.02% | +177.8% |
| Q1 2021 | $406,000 | -9.2% | 9,877 | -16.0% | 0.01% | -18.2% |
| Q4 2020 | $447,000 | +74.6% | 11,760 | +62.5% | 0.01% | +57.1% |
| Q3 2020 | $256,000 | -16.3% | 7,236 | -16.7% | 0.01% | -30.0% |
| Q2 2020 | $306,000 | -59.3% | 8,682 | -62.2% | 0.01% | -67.7% |
| Q1 2020 | $751,000 | -5.3% | 22,945 | +33.0% | 0.03% | +19.2% |
| Q4 2019 | $793,000 | +57.0% | 17,256 | +61.3% | 0.03% | +13.0% |
| Q3 2019 | $505,000 | – | 10,700 | – | 0.02% | – |
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% |