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 | $1,077,957 | +0.2% | 60,730 | +10.3% | 0.02% | 0.0% |
| Q2 2023 | $1,075,575 | +8.3% | 55,073 | +8.2% | 0.02% | +4.8% |
| Q1 2023 | $992,803 | +12.9% | 50,913 | +11.7% | 0.02% | +5.0% |
| Q4 2022 | $879,219 | -7.2% | 45,579 | -10.0% | 0.02% | +5.3% |
| Q3 2022 | $947,000 | -11.3% | 50,646 | 0.0% | 0.02% | -9.5% |
| Q2 2022 | $1,068,000 | -16.2% | 50,646 | -1.2% | 0.02% | -4.5% |
| Q1 2022 | $1,275,000 | -0.3% | 51,237 | +111.0% | 0.02% | 0.0% |
| Q4 2021 | $1,279,000 | +13.5% | 24,281 | -1.6% | 0.02% | +4.8% |
| Q3 2021 | $1,127,000 | +27.8% | 24,670 | +28.1% | 0.02% | +31.2% |
| Q2 2021 | $882,000 | +95.6% | 19,263 | +75.4% | 0.02% | +77.8% |
| Q1 2021 | $451,000 | – | 10,980 | – | 0.01% | – |
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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% |