SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,810,555 | -9.7% | 102,003 | -0.7% | 0.00% | – |
| Q2 2023 | $2,005,857 | -38.2% | 102,706 | -38.3% | 0.00% | -100.0% |
| Q1 2023 | $3,244,670 | -32.1% | 166,393 | -32.9% | 0.00% | 0.0% |
| Q4 2022 | $4,780,866 | +29.7% | 247,842 | +25.6% | 0.00% | 0.0% |
| Q3 2022 | $3,687,000 | +65.6% | 197,270 | +86.9% | 0.00% | 0.0% |
| Q2 2022 | $2,226,000 | -51.8% | 105,535 | -43.2% | 0.00% | 0.0% |
| Q1 2022 | $4,620,000 | -26.8% | 185,641 | +55.0% | 0.00% | 0.0% |
| Q4 2021 | $6,309,000 | +14.2% | 119,732 | -1.0% | 0.00% | 0.0% |
| Q3 2021 | $5,526,000 | +43.5% | 120,987 | +43.9% | 0.00% | 0.0% |
| Q2 2021 | $3,850,000 | -4.2% | 84,071 | -14.0% | 0.00% | 0.0% |
| Q1 2021 | $4,018,000 | -2.5% | 97,770 | -9.9% | 0.00% | 0.0% |
| Q4 2020 | $4,120,000 | +113.8% | 108,516 | +99.1% | 0.00% | – |
| Q3 2020 | $1,927,000 | -34.5% | 54,508 | -34.8% | 0.00% | -100.0% |
| Q2 2020 | $2,944,000 | -24.3% | 83,592 | -29.6% | 0.00% | 0.0% |
| Q1 2020 | $3,889,000 | -32.2% | 118,768 | -4.8% | 0.00% | 0.0% |
| Q4 2019 | $5,735,000 | +64.7% | 124,777 | +68.9% | 0.00% | 0.0% |
| Q3 2019 | $3,483,000 | -12.8% | 73,856 | -17.8% | 0.00% | 0.0% |
| Q2 2019 | $3,992,000 | +76.1% | 89,838 | +76.1% | 0.00% | 0.0% |
| Q1 2019 | $2,267,000 | -51.4% | 51,020 | -57.8% | 0.00% | 0.0% |
| Q4 2018 | $4,660,000 | +17.3% | 121,018 | +27.1% | 0.00% | 0.0% |
| Q3 2018 | $3,972,000 | -15.1% | 95,183 | -15.0% | 0.00% | 0.0% |
| Q2 2018 | $4,679,000 | +41.8% | 111,983 | +29.8% | 0.00% | 0.0% |
| Q1 2018 | $3,300,000 | +52.9% | 86,274 | +66.4% | 0.00% | 0.0% |
| Q4 2017 | $2,158,000 | – | 51,851 | – | 0.00% | – |
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% |