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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341,794 | +0.4% | 19,256 | +10.5% | 0.00% | 0.0% |
| Q2 2023 | $340,310 | -77.3% | 17,425 | -77.3% | 0.00% | -75.0% |
| Q1 2023 | $1,499,414 | +61000.8% | 76,893 | -39.6% | 0.00% | -33.3% |
| Q4 2022 | $2,454 | -99.9% | 127,206 | +27.1% | 0.01% | 0.0% |
| Q3 2022 | $1,871,000 | +234.1% | 100,105 | +277.3% | 0.01% | +200.0% |
| Q2 2022 | $560,000 | -17.2% | 26,535 | -2.3% | 0.00% | 0.0% |
| Q1 2022 | $676,000 | -8.4% | 27,152 | +93.8% | 0.00% | 0.0% |
| Q4 2021 | $738,000 | +60.1% | 14,013 | +39.0% | 0.00% | +100.0% |
| Q3 2021 | $461,000 | -0.2% | 10,081 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $462,000 | +11.1% | 10,081 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $416,000 | – | 10,135 | – | 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% |