SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,097,630 | +16.7% | 53,000 | 0.0% | 0.25% | +6.9% |
Q3 2023 | $940,750 | -9.1% | 53,000 | 0.0% | 0.23% | -5.7% |
Q2 2023 | $1,035,090 | +0.2% | 53,000 | 0.0% | 0.25% | -1.6% |
Q1 2023 | $1,033,500 | +98422.4% | 53,000 | -2.6% | 0.25% | -4.2% |
Q4 2022 | $1,049 | -99.9% | 54,400 | 0.0% | 0.26% | +3.6% |
Q3 2022 | $1,017,000 | -11.3% | 54,400 | 0.0% | 0.25% | -5.2% |
Q2 2022 | $1,147,000 | -15.3% | 54,400 | 0.0% | 0.27% | +6.8% |
Q1 2022 | $1,354,000 | -5.5% | 54,400 | +100.0% | 0.25% | -1.2% |
Q4 2021 | $1,433,000 | +15.4% | 27,200 | 0.0% | 0.25% | +8.1% |
Q3 2021 | $1,242,000 | -0.8% | 27,200 | -0.5% | 0.23% | -0.4% |
Q2 2021 | $1,252,000 | +12.2% | 27,350 | +0.7% | 0.24% | +5.4% |
Q1 2021 | $1,116,000 | +8.2% | 27,150 | 0.0% | 0.22% | +3.7% |
Q4 2020 | $1,031,000 | +7.4% | 27,150 | 0.0% | 0.22% | -6.5% |
Q3 2020 | $960,000 | +0.4% | 27,150 | 0.0% | 0.23% | -7.3% |
Q2 2020 | $956,000 | +13.7% | 27,150 | +5.6% | 0.25% | -2.4% |
Q1 2020 | $841,000 | -34.6% | 25,700 | -8.1% | 0.25% | -17.0% |
Q4 2019 | $1,285,000 | -2.5% | 27,950 | 0.0% | 0.31% | -9.5% |
Q3 2019 | $1,318,000 | +3.9% | 27,950 | -2.1% | 0.34% | +1.5% |
Q2 2019 | $1,269,000 | +0.1% | 28,550 | 0.0% | 0.33% | -3.5% |
Q1 2019 | $1,268,000 | +14.5% | 28,550 | -0.7% | 0.34% | +4.2% |
Q4 2018 | $1,107,000 | -8.4% | 28,750 | -0.7% | 0.33% | +4.7% |
Q3 2018 | $1,208,000 | -0.2% | 28,950 | 0.0% | 0.32% | -5.4% |
Q2 2018 | $1,210,000 | +4.0% | 28,950 | -4.8% | 0.33% | +1.5% |
Q1 2018 | $1,163,000 | +83.7% | 30,400 | +100.0% | 0.33% | -6.0% |
Q4 2017 | $633,000 | -49.4% | 15,200 | -50.0% | 0.35% | -3.3% |
Q3 2017 | $1,250,000 | +96.2% | 30,400 | +96.8% | 0.36% | -5.5% |
Q2 2017 | $637,000 | -4.2% | 15,450 | -5.2% | 0.38% | -6.1% |
Q1 2017 | $665,000 | -3.5% | 16,300 | -3.0% | 0.41% | -6.0% |
Q4 2016 | $689,000 | -53.8% | 16,800 | -51.9% | 0.43% | -9.2% |
Q3 2016 | $1,491,000 | -9.2% | 34,950 | -7.5% | 0.48% | -13.1% |
Q2 2016 | $1,642,000 | -0.2% | 37,800 | -4.9% | 0.55% | -0.5% |
Q1 2016 | $1,646,000 | +5.5% | 39,750 | +1.0% | 0.55% | +3.8% |
Q4 2015 | $1,560,000 | +105.3% | 39,350 | +92.7% | 0.53% | -3.3% |
Q3 2015 | $760,000 | +2.0% | 20,425 | -0.5% | 0.55% | +11.3% |
Q2 2015 | $745,000 | -11.0% | 20,525 | -0.6% | 0.50% | -12.2% |
Q1 2015 | $837,000 | +1.2% | 20,650 | -2.7% | 0.56% | -11.5% |
Q4 2014 | $827,000 | +15.5% | 21,225 | +1.0% | 0.64% | +12.9% |
Q3 2014 | $716,000 | -3.1% | 21,025 | +0.6% | 0.56% | -0.4% |
Q2 2014 | $739,000 | +6.0% | 20,900 | -0.7% | 0.57% | -0.5% |
Q1 2014 | $697,000 | – | 21,050 | – | 0.57% | – |
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% |