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 | $454,691 | -14.8% | 25,616 | -6.2% | 0.00% | 0.0% |
| Q2 2023 | $533,499 | -11.3% | 27,317 | -11.4% | 0.00% | 0.0% |
| Q1 2023 | $601,374 | -5.4% | 30,840 | -6.4% | 0.00% | -25.0% |
| Q4 2022 | $635,613 | +1.4% | 32,950 | -1.7% | 0.00% | 0.0% |
| Q3 2022 | $627,000 | -19.2% | 33,524 | -8.9% | 0.00% | 0.0% |
| Q2 2022 | $776,000 | -26.7% | 36,804 | -13.4% | 0.00% | -20.0% |
| Q1 2022 | $1,058,000 | -20.9% | 42,518 | +67.6% | 0.01% | -16.7% |
| Q4 2021 | $1,337,000 | +18.4% | 25,372 | +2.7% | 0.01% | 0.0% |
| Q3 2021 | $1,129,000 | +7.1% | 24,708 | +7.3% | 0.01% | +20.0% |
| Q2 2021 | $1,054,000 | +4.9% | 23,026 | -5.9% | 0.01% | -16.7% |
| Q1 2021 | $1,005,000 | -3.5% | 24,463 | -10.7% | 0.01% | 0.0% |
| Q4 2020 | $1,041,000 | +1.7% | 27,404 | -5.3% | 0.01% | -14.3% |
| Q3 2020 | $1,024,000 | +1.8% | 28,940 | +1.3% | 0.01% | 0.0% |
| Q2 2020 | $1,006,000 | +7.0% | 28,561 | -0.5% | 0.01% | -12.5% |
| Q1 2020 | $940,000 | -41.4% | 28,704 | -17.8% | 0.01% | -20.0% |
| Q4 2019 | $1,605,000 | +7.5% | 34,916 | +10.3% | 0.01% | 0.0% |
| Q3 2019 | $1,493,000 | +5.4% | 31,659 | -0.7% | 0.01% | +11.1% |
| Q2 2019 | $1,416,000 | +4.0% | 31,873 | +4.0% | 0.01% | -10.0% |
| Q1 2019 | $1,362,000 | +9.3% | 30,647 | -5.3% | 0.01% | 0.0% |
| Q4 2018 | $1,246,000 | -7.2% | 32,356 | +0.6% | 0.01% | +11.1% |
| Q3 2018 | $1,342,000 | +6.4% | 32,159 | +6.6% | 0.01% | 0.0% |
| Q2 2018 | $1,261,000 | +7.9% | 30,179 | -1.3% | 0.01% | 0.0% |
| Q1 2018 | $1,169,000 | -0.3% | 30,573 | +8.4% | 0.01% | 0.0% |
| Q4 2017 | $1,173,000 | +1.7% | 28,193 | +0.6% | 0.01% | -10.0% |
| Q3 2017 | $1,153,000 | +139.2% | 28,032 | +139.8% | 0.01% | +150.0% |
| Q2 2017 | $482,000 | +4.6% | 11,691 | +3.5% | 0.00% | 0.0% |
| Q1 2017 | $461,000 | -35.3% | 11,301 | -34.8% | 0.00% | -42.9% |
| Q4 2016 | $712,000 | -4.2% | 17,344 | -0.4% | 0.01% | 0.0% |
| Q3 2016 | $743,000 | -29.8% | 17,410 | -29.3% | 0.01% | -36.4% |
| Q2 2016 | $1,059,000 | -29.5% | 24,620 | -32.2% | 0.01% | -35.3% |
| Q1 2016 | $1,503,000 | -49.0% | 36,313 | -51.1% | 0.02% | -50.0% |
| Q4 2015 | $2,946,000 | +7.3% | 74,322 | +0.7% | 0.03% | +3.0% |
| Q3 2015 | $2,746,000 | -11.6% | 73,825 | -13.7% | 0.03% | -8.3% |
| Q2 2015 | $3,108,000 | +9.1% | 85,564 | +14.9% | 0.04% | +2.9% |
| Q1 2015 | $2,848,000 | -44.7% | 74,492 | -43.7% | 0.04% | -10.3% |
| Q4 2014 | $5,150,000 | – | 132,216 | – | 0.04% | – |
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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% |