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 2023 | $1,018,621 | -13.5% | 57,387 | -4.8% | 0.04% | -10.0% |
| Q2 2023 | $1,177,545 | -42.9% | 60,294 | -43.0% | 0.05% | -46.8% |
| Q1 2023 | $2,062,496 | +45429.7% | 105,769 | -55.0% | 0.09% | -23.0% |
| Q4 2022 | $4,530 | -99.9% | 234,858 | +33.8% | 0.12% | -44.3% |
| Q3 2022 | $3,279,000 | -12.6% | 175,466 | -1.4% | 0.22% | -20.9% |
| Q2 2022 | $3,752,000 | -19.2% | 177,911 | -4.6% | 0.28% | +9.1% |
| Q1 2022 | $4,643,000 | -8.9% | 186,529 | +92.9% | 0.25% | -1.6% |
| Q4 2021 | $5,095,000 | +7.1% | 96,702 | -7.2% | 0.26% | -1.5% |
| Q3 2021 | $4,758,000 | -7.4% | 104,151 | -7.2% | 0.26% | -7.7% |
| Q2 2021 | $5,141,000 | -17.5% | 112,281 | -26.0% | 0.28% | -23.7% |
| Q1 2021 | $6,232,000 | +0.5% | 151,666 | -7.1% | 0.37% | -2.9% |
| Q4 2020 | $6,198,000 | +17.9% | 163,222 | +9.9% | 0.38% | +2.7% |
| Q3 2020 | $5,255,000 | -19.7% | 148,581 | -20.0% | 0.37% | -22.9% |
| Q2 2020 | $6,544,000 | +2.1% | 185,808 | -5.1% | 0.48% | -22.3% |
| Q1 2020 | $6,409,000 | -29.7% | 195,759 | -1.4% | 0.62% | -21.7% |
| Q4 2019 | $9,122,000 | -3.6% | 198,487 | -1.1% | 0.80% | -12.0% |
| Q3 2019 | $9,463,000 | +9.5% | 200,622 | +3.1% | 0.90% | +8.5% |
| Q2 2019 | $8,644,000 | -0.2% | 194,501 | -0.2% | 0.83% | -3.6% |
| Q1 2019 | $8,660,000 | +7.3% | 194,904 | -7.0% | 0.86% | -6.2% |
| Q4 2018 | $8,070,000 | +105.3% | 209,552 | +122.4% | 0.92% | +108.1% |
| Q3 2018 | $3,931,000 | +6.0% | 94,208 | +6.1% | 0.44% | +3.7% |
| Q2 2018 | $3,708,000 | +21.7% | 88,755 | +11.5% | 0.43% | +11.8% |
| Q1 2018 | $3,046,000 | -4.0% | 79,631 | +4.5% | 0.38% | +2.1% |
| Q4 2017 | $3,173,000 | – | 76,227 | – | 0.37% | – |
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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% |