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 | $4,990,789 | -2.9% | 281,171 | +6.9% | 0.03% | -13.9% |
| Q2 2023 | $5,138,895 | +7.9% | 263,128 | +7.7% | 0.04% | +2.9% |
| Q1 2023 | $4,761,986 | +7.0% | 244,204 | +5.8% | 0.04% | -2.8% |
| Q4 2022 | $4,451,248 | +14.1% | 230,754 | +10.6% | 0.04% | -25.0% |
| Q3 2022 | $3,900,000 | +4.5% | 208,654 | +17.9% | 0.05% | 0.0% |
| Q2 2022 | $3,732,000 | +643.4% | 176,965 | +776.6% | 0.05% | +700.0% |
| Q1 2022 | $502,000 | -60.9% | 20,188 | -17.1% | 0.01% | -62.5% |
| Q4 2021 | $1,284,000 | +13.3% | 24,361 | -1.8% | 0.02% | +6.7% |
| Q3 2021 | $1,133,000 | +18.6% | 24,806 | +18.9% | 0.02% | +15.4% |
| Q2 2021 | $955,000 | +430.6% | 20,856 | +307.9% | 0.01% | +160.0% |
| Q2 2020 | $180,000 | – | 5,113 | – | 0.01% | – |
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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% |