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 | $673,009 | -6.0% | 37,916 | +3.4% | 0.12% | 0.0% |
| Q2 2023 | $715,853 | +0.1% | 36,654 | -0.1% | 0.12% | +1.6% |
| Q1 2023 | $715,221 | -3.8% | 36,678 | -4.8% | 0.12% | -3.1% |
| Q4 2022 | $743,398 | +588.3% | 38,538 | +564.7% | 0.13% | +535.0% |
| Q3 2022 | $108,000 | +56.5% | 5,798 | +76.4% | 0.02% | +53.8% |
| Q2 2022 | $69,000 | -9.2% | 3,286 | +7.9% | 0.01% | -7.1% |
| Q1 2022 | $76,000 | -14.6% | 3,046 | +80.0% | 0.01% | -17.6% |
| Q4 2021 | $89,000 | +93.5% | 1,692 | +68.2% | 0.02% | +70.0% |
| Q3 2021 | $46,000 | 0.0% | 1,006 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $46,000 | +24.3% | 1,005 | +10.9% | 0.01% | +11.1% |
| Q1 2021 | $37,000 | +15.6% | 906 | +7.9% | 0.01% | +12.5% |
| Q4 2020 | $32,000 | -5.9% | 840 | -13.5% | 0.01% | -11.1% |
| Q3 2020 | $34,000 | -85.7% | 971 | -85.6% | 0.01% | -86.4% |
| Q2 2020 | $237,000 | +111.6% | 6,734 | +97.5% | 0.07% | +78.4% |
| Q1 2020 | $112,000 | -30.9% | 3,409 | -3.4% | 0.04% | +5.7% |
| Q4 2019 | $162,000 | -5.8% | 3,530 | -3.2% | 0.04% | -10.3% |
| Q3 2019 | $172,000 | +4.9% | 3,645 | -1.5% | 0.04% | +5.4% |
| Q2 2019 | $164,000 | 0.0% | 3,700 | 0.0% | 0.04% | -2.6% |
| Q1 2019 | $164,000 | +13.1% | 3,700 | -1.8% | 0.04% | -2.6% |
| Q4 2018 | $145,000 | -28.6% | 3,767 | -22.6% | 0.04% | -22.0% |
| Q3 2018 | $203,000 | -7.7% | 4,867 | -7.5% | 0.05% | -3.8% |
| Q2 2018 | $220,000 | -32.7% | 5,260 | -38.5% | 0.05% | -37.3% |
| Q1 2018 | $327,000 | -52.3% | 8,554 | -48.0% | 0.08% | -58.3% |
| Q4 2017 | $685,000 | -1.7% | 16,450 | -2.9% | 0.20% | -11.6% |
| Q3 2017 | $697,000 | -3.6% | 16,935 | -3.4% | 0.22% | -15.4% |
| Q2 2017 | $723,000 | +4.5% | 17,540 | +3.3% | 0.27% | -3.6% |
| Q1 2017 | $692,000 | +332.5% | 16,972 | +335.2% | 0.28% | +206.7% |
| Q4 2016 | $160,000 | – | 3,900 | – | 0.09% | – |
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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% |