SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $46,000 | +91.7% | 1,014 | +97.3% | 0.01% | +100.0% |
| Q2 2021 | $24,000 | +9.1% | 514 | -3.0% | 0.00% | +50.0% |
| Q1 2021 | $22,000 | +4.8% | 530 | -4.7% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | -19.2% | 556 | -24.1% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | +36.8% | 733 | +36.8% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 536 | +0.6% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -29.2% | 533 | +0.6% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | 0.0% | 530 | +2.3% | 0.00% | -33.3% |
| Q3 2019 | $24,000 | +33.3% | 518 | +26.0% | 0.00% | +50.0% |
| Q2 2019 | $18,000 | +80.0% | 411 | +79.5% | 0.00% | +100.0% |
| Q1 2019 | $10,000 | +900.0% | 229 | +1331.2% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | -99.8% | 16 | 0.0% | 0.00% | – |
| Q1 2018 | $612,000 | -8.1% | 16 | 0.0% | 0.00% | – |
| Q4 2017 | $666,000 | -94.8% | 16 | -94.9% | 0.00% | -100.0% |
| Q3 2017 | $12,833,000 | +1847.3% | 312 | +1850.0% | 0.00% | – |
| Q2 2017 | $659,000 | +1.1% | 16 | 0.0% | 0.00% | – |
| Q1 2017 | $652,000 | -0.8% | 16 | 0.0% | 0.00% | – |
| Q4 2016 | $657,000 | -3.7% | 16 | 0.0% | 0.00% | – |
| Q3 2016 | $682,000 | -90.1% | 16 | -89.9% | 0.00% | -100.0% |
| Q2 2016 | $6,907,000 | +959.4% | 159 | +893.8% | 0.00% | – |
| Q1 2016 | $652,000 | +65100.0% | 16 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | – | 16 | – | 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% |