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 2023 | $32,353 | -10.2% | 1,823 | -1.2% | 0.00% | 0.0% |
| Q2 2023 | $36,027 | -0.2% | 1,845 | -0.4% | 0.00% | 0.0% |
| Q1 2023 | $36,116 | -58.3% | 1,852 | -58.7% | 0.00% | -66.7% |
| Q4 2022 | $86,562 | +3.0% | 4,487 | +0.2% | 0.00% | 0.0% |
| Q3 2022 | $84,000 | -26.3% | 4,476 | -17.0% | 0.00% | -25.0% |
| Q2 2022 | $114,000 | +216.7% | 5,394 | +275.6% | 0.00% | +300.0% |
| Q1 2022 | $36,000 | -2.7% | 1,436 | +102.5% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | +23.3% | 709 | +6.8% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | 0.0% | 664 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $30,000 | +11.1% | 660 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $27,000 | +3.8% | 657 | -3.0% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | +8.3% | 677 | +0.9% | 0.00% | 0.0% |
| Q3 2020 | $24,000 | +4.3% | 671 | +0.8% | 0.00% | 0.0% |
| Q2 2020 | $23,000 | -37.8% | 666 | -41.8% | 0.00% | -66.7% |
| Q1 2020 | $37,000 | -47.9% | 1,144 | -26.3% | 0.00% | -40.0% |
| Q4 2019 | $71,000 | -58.7% | 1,553 | -57.4% | 0.01% | -64.3% |
| Q3 2019 | $172,000 | +493.1% | 3,648 | +467.3% | 0.01% | +366.7% |
| Q2 2019 | $29,000 | -38.3% | 643 | -38.9% | 0.00% | -25.0% |
| Q1 2019 | $47,000 | +80.8% | 1,053 | +56.7% | 0.00% | +100.0% |
| Q4 2018 | $26,000 | -3.7% | 672 | +2.6% | 0.00% | -33.3% |
| Q3 2018 | $27,000 | +12.5% | 655 | +12.7% | 0.00% | 0.0% |
| Q2 2018 | $24,000 | -33.3% | 581 | -31.2% | 0.00% | -40.0% |
| Q3 2016 | $36,000 | -43.8% | 845 | -42.4% | 0.01% | -44.4% |
| Q2 2016 | $64,000 | +73.0% | 1,467 | +62.1% | 0.01% | +50.0% |
| Q1 2016 | $37,000 | +76.2% | 905 | +69.5% | 0.01% | +50.0% |
| Q4 2015 | $21,000 | +61.5% | 534 | +56.1% | 0.00% | +33.3% |
| Q3 2015 | $13,000 | +8.3% | 342 | +3.0% | 0.00% | 0.0% |
| Q2 2015 | $12,000 | -71.4% | 332 | -67.6% | 0.00% | -70.0% |
| Q1 2015 | $42,000 | -76.1% | 1,025 | -77.3% | 0.01% | -77.3% |
| Q4 2014 | $176,000 | +1660.0% | 4,510 | +1460.6% | 0.04% | +1366.7% |
| Q3 2014 | $10,000 | 0.0% | 289 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $10,000 | – | 289 | – | 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% |