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 | $515,395 | -77.3% | 29,036 | -75.0% | 0.35% | -77.5% |
| Q2 2023 | $2,271,376 | -5.0% | 116,301 | -5.1% | 1.54% | +0.7% |
| Q1 2023 | $2,390,582 | -5.1% | 122,593 | -6.1% | 1.53% | +1.6% |
| Q4 2022 | $2,518,347 | +21.7% | 130,552 | +17.9% | 1.51% | +25.5% |
| Q3 2022 | $2,070,000 | -41.1% | 110,746 | -32.0% | 1.20% | -31.9% |
| Q2 2022 | $3,514,000 | +55.8% | 162,801 | +79.7% | 1.77% | +67.2% |
| Q1 2022 | $2,256,000 | -54.8% | 90,590 | -4.4% | 1.06% | -44.6% |
| Q4 2021 | $4,994,000 | +11.9% | 94,781 | -3.0% | 1.90% | -2.3% |
| Q3 2021 | $4,462,000 | -0.0% | 97,685 | +0.2% | 1.95% | +7.3% |
| Q2 2021 | $4,463,000 | +0.4% | 97,470 | -9.9% | 1.82% | -2.6% |
| Q1 2021 | $4,446,000 | +53.4% | 108,210 | +41.8% | 1.86% | +41.3% |
| Q4 2020 | $2,899,000 | +14.0% | 76,338 | +6.2% | 1.32% | +4.4% |
| Q3 2020 | $2,543,000 | +21.2% | 71,909 | +20.7% | 1.26% | +22.1% |
| Q2 2020 | $2,098,000 | +209700.0% | 59,562 | +135268.2% | 1.03% | +103300.0% |
| Q1 2020 | $1,000 | -100.0% | 44 | -100.0% | 0.00% | -99.9% |
| Q4 2019 | $4,220,000 | +12.8% | 91,811 | +15.8% | 1.90% | +10.6% |
| Q3 2019 | $3,740,000 | +34.3% | 79,294 | +26.6% | 1.72% | +34.7% |
| Q2 2019 | $2,784,000 | +23.2% | 62,645 | +23.1% | 1.28% | +17.3% |
| Q1 2019 | $2,260,000 | -4.2% | 50,870 | -17.0% | 1.09% | -11.0% |
| Q4 2018 | $2,360,000 | -25.3% | 61,293 | -19.1% | 1.22% | -18.6% |
| Q3 2018 | $3,160,000 | -1.6% | 75,729 | -1.5% | 1.50% | -1.1% |
| Q2 2018 | $3,211,000 | +6.0% | 76,859 | -2.9% | 1.52% | +5.0% |
| Q1 2018 | $3,028,000 | -29.0% | 79,165 | -22.7% | 1.45% | -22.9% |
| Q4 2017 | $4,265,000 | +13.6% | 102,464 | +12.2% | 1.88% | +9.5% |
| Q3 2017 | $3,755,000 | +0.1% | 91,296 | +0.3% | 1.71% | -3.0% |
| Q2 2017 | $3,750,000 | +15.1% | 91,002 | +13.9% | 1.76% | +11.3% |
| Q1 2017 | $3,258,000 | +12.7% | 79,896 | +13.4% | 1.59% | +8.9% |
| Q4 2016 | $2,892,000 | -33.8% | 70,479 | -31.2% | 1.46% | -33.5% |
| Q3 2016 | $4,371,000 | +40.5% | 102,477 | +43.1% | 2.19% | +33.5% |
| Q2 2016 | $3,111,000 | +6.6% | 71,627 | +1.6% | 1.64% | -8.4% |
| Q1 2016 | $2,919,000 | +2.7% | 70,500 | -1.6% | 1.79% | +8.6% |
| Q4 2015 | $2,841,000 | +11.0% | 71,661 | +4.2% | 1.65% | +13.6% |
| Q3 2015 | $2,559,000 | +1.4% | 68,802 | -1.0% | 1.45% | +6.5% |
| Q2 2015 | $2,523,000 | -15.7% | 69,465 | -5.9% | 1.36% | -15.3% |
| Q1 2015 | $2,994,000 | +19.1% | 73,836 | +14.4% | 1.61% | +16.6% |
| Q4 2014 | $2,514,000 | +11.6% | 64,542 | -2.4% | 1.38% | +7.7% |
| Q3 2014 | $2,252,000 | +11.7% | 66,113 | +16.0% | 1.28% | +12.4% |
| Q2 2014 | $2,016,000 | -4.3% | 56,991 | -10.4% | 1.14% | -6.8% |
| Q1 2014 | $2,107,000 | +32.0% | 63,623 | +20.6% | 1.22% | +30.1% |
| Q4 2013 | $1,596,000 | -10.6% | 52,773 | -8.7% | 0.94% | -13.8% |
| Q3 2013 | $1,785,000 | – | 57,779 | – | 1.09% | – |
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% |