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 | $542 | -39.6% | 30,530 | -33.6% | 0.00% | -50.0% |
| Q2 2023 | $898 | -9.6% | 45,993 | -9.7% | 0.01% | -14.3% |
| Q1 2023 | $993 | +3210.0% | 50,910 | +3140.6% | 0.01% | – |
| Q4 2022 | $30 | -99.6% | 1,571 | +300.8% | 0.00% | – |
| Q3 2022 | $7,000 | -58.8% | 392 | -52.4% | 0.00% | – |
| Q2 2022 | $17,000 | -32.0% | 823 | -19.0% | 0.00% | – |
| Q1 2022 | $25,000 | +25.0% | 1,016 | +169.5% | 0.00% | – |
| Q4 2021 | $20,000 | +53.8% | 377 | +35.1% | 0.00% | – |
| Q2 2021 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q4 2020 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q3 2020 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q2 2020 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q1 2020 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q4 2019 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | 0.0% | 279 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | +160.0% | 279 | +96.5% | 0.00% | – |
| Q4 2018 | $5,000 | -16.7% | 142 | +7.6% | 0.00% | – |
| Q3 2018 | $6,000 | +50.0% | 132 | +50.0% | 0.00% | – |
| Q2 2018 | $4,000 | +33.3% | 88 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | -25.0% | 88 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | -42.9% | 88 | -50.3% | 0.00% | – |
| Q3 2017 | $7,000 | +75.0% | 177 | +101.1% | 0.00% | – |
| Q2 2017 | $4,000 | – | 88 | – | 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% |