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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $5,156 | +0.2% | 264 | 0.0% | 0.00% | -25.0% |
Q1 2023 | $5,148 | +1.1% | 264 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $5,093 | -100.0% | 264 | -100.0% | 0.00% | -100.0% |
Q4 2021 | $29,063,000 | +77.6% | 551,593 | +53.9% | 11.08% | +64.3% |
Q3 2021 | $16,367,000 | +1.1% | 358,307 | +1.7% | 6.74% | -21.9% |
Q4 2019 | $16,188,000 | -20.3% | 352,217 | -18.2% | 8.64% | -24.8% |
Q3 2019 | $20,317,000 | +23.7% | 430,716 | +16.5% | 11.49% | +22.7% |
Q2 2019 | $16,425,000 | +131.7% | 369,599 | +131.6% | 9.37% | +120.9% |
Q1 2019 | $7,090,000 | -71.2% | 159,573 | -73.3% | 4.24% | -69.5% |
Q3 2017 | $24,585,000 | +127.8% | 597,749 | +136.2% | 13.92% | +69.6% |
Q3 2016 | $10,794,000 | +143.3% | 253,073 | +147.8% | 8.21% | +149.6% |
Q2 2016 | $4,437,000 | -64.7% | 102,140 | -67.8% | 3.29% | -56.9% |
Q4 2015 | $12,568,000 | +5.3% | 317,052 | +7.7% | 7.64% | -19.3% |
Q1 2015 | $11,937,000 | +101.6% | 294,383 | +69.3% | 9.46% | +99.4% |
Q3 2014 | $5,922,000 | -11.3% | 173,861 | -7.9% | 4.74% | -13.1% |
Q2 2014 | $6,674,000 | +24.8% | 188,694 | +16.9% | 5.46% | -12.6% |
Q1 2014 | $5,346,000 | +267200.0% | 161,451 | +252167.2% | 6.24% | +207966.7% |
Q4 2013 | $2,000 | – | 64 | – | 0.00% | – |
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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% |