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 | $388,867 | -12.3% | 19,911 | -13.3% | 0.03% | -17.9% |
| Q4 2022 | $443,197 | +107.1% | 22,975 | +100.2% | 0.04% | +95.0% |
| Q3 2022 | $214,000 | -39.0% | 11,474 | -30.9% | 0.02% | -37.5% |
| Q2 2022 | $351,000 | +22.7% | 16,598 | +44.7% | 0.03% | +45.5% |
| Q1 2022 | $286,000 | -11.7% | 11,474 | +86.8% | 0.02% | -15.4% |
| Q4 2021 | $324,000 | -7.2% | 6,142 | -19.6% | 0.03% | -18.8% |
| Q3 2021 | $349,000 | -1.4% | 7,635 | -1.2% | 0.03% | -3.0% |
| Q2 2021 | $354,000 | +16.1% | 7,727 | +4.0% | 0.03% | +10.0% |
| Q1 2021 | $305,000 | +15.1% | 7,427 | +6.5% | 0.03% | 0.0% |
| Q4 2020 | $265,000 | +8.2% | 6,976 | +0.2% | 0.03% | -11.8% |
| Q2 2020 | $245,000 | +7.0% | 6,962 | -0.5% | 0.03% | +466.7% |
| Q1 2020 | $229,000 | – | 6,996 | – | 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% |