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 2023 | $1,056,955 | -7.2% | 59,547 | +2.1% | 0.01% | -7.7% |
| Q2 2023 | $1,138,821 | +1.5% | 58,311 | +1.3% | 0.01% | -7.1% |
| Q1 2023 | $1,121,969 | -40.4% | 57,537 | -41.0% | 0.01% | -44.0% |
| Q4 2022 | $1,881,127 | +72.4% | 97,518 | +67.0% | 0.02% | +47.1% |
| Q3 2022 | $1,091,000 | +2.7% | 58,382 | +15.9% | 0.02% | +6.2% |
| Q2 2022 | $1,062,000 | +1.7% | 50,379 | +20.2% | 0.02% | +14.3% |
| Q1 2022 | $1,044,000 | +0.4% | 41,924 | +112.4% | 0.01% | -12.5% |
| Q4 2021 | $1,040,000 | +32.1% | 19,738 | +14.3% | 0.02% | +23.1% |
| Q3 2021 | $787,000 | +80.1% | 17,263 | +81.1% | 0.01% | +62.5% |
| Q2 2021 | $437,000 | +24.9% | 9,534 | +12.0% | 0.01% | 0.0% |
| Q1 2021 | $350,000 | -40.4% | 8,513 | -44.9% | 0.01% | -42.9% |
| Q4 2020 | $587,000 | +26.5% | 15,444 | +17.9% | 0.01% | +100.0% |
| Q3 2020 | $464,000 | -8.5% | 13,099 | -8.8% | 0.01% | -53.3% |
| Q2 2020 | $507,000 | -65.0% | 14,366 | -67.4% | 0.02% | -65.1% |
| Q1 2020 | $1,448,000 | +100.3% | 44,081 | +179.4% | 0.04% | +152.9% |
| Q4 2019 | $723,000 | – | 15,775 | – | 0.02% | – |
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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% |