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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $294 | +1.0% | 15,078 | 0.0% | 0.05% | -7.4% |
Q4 2022 | $291 | -99.9% | 15,078 | 0.0% | 0.05% | -3.6% |
Q3 2022 | $282,000 | -11.3% | 15,078 | 0.0% | 0.06% | -8.2% |
Q2 2022 | $318,000 | -15.2% | 15,078 | 0.0% | 0.06% | -4.7% |
Q1 2022 | $375,000 | -5.5% | 15,078 | +100.0% | 0.06% | -3.0% |
Q4 2021 | $397,000 | +15.4% | 7,539 | 0.0% | 0.07% | +3.1% |
Q3 2021 | $344,000 | -0.3% | 7,539 | 0.0% | 0.06% | -4.5% |
Q2 2021 | $345,000 | +11.3% | 7,539 | 0.0% | 0.07% | +1.5% |
Q1 2021 | $310,000 | +8.4% | 7,539 | 0.0% | 0.07% | -5.7% |
Q4 2020 | $286,000 | +7.1% | 7,539 | 0.0% | 0.07% | -9.1% |
Q3 2020 | $267,000 | – | 7,539 | – | 0.08% | – |
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% |