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 | $52,782 | -9.0% | 2,974 | +0.2% | 0.01% | -16.7% |
| Q2 2023 | $57,987 | -0.7% | 2,969 | -0.9% | 0.01% | -14.3% |
| Q1 2023 | $58,412 | -21.7% | 2,995 | -22.5% | 0.01% | -22.2% |
| Q4 2022 | $74,597 | +14.8% | 3,867 | +10.6% | 0.01% | +12.5% |
| Q3 2022 | $65,000 | -12.2% | 3,497 | +0.1% | 0.01% | -11.1% |
| Q2 2022 | $74,000 | +2.8% | 3,493 | +20.7% | 0.01% | +12.5% |
| Q1 2022 | $72,000 | -5.3% | 2,895 | +100.9% | 0.01% | -11.1% |
| Q4 2021 | $76,000 | +31.0% | 1,441 | +14.1% | 0.01% | +28.6% |
| Q3 2021 | $58,000 | 0.0% | 1,263 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $58,000 | +11.5% | 1,262 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $52,000 | +52.9% | 1,262 | +41.2% | 0.01% | +40.0% |
| Q4 2020 | $34,000 | -24.4% | 894 | -30.3% | 0.01% | -37.5% |
| Q3 2020 | $45,000 | -47.7% | 1,283 | -47.7% | 0.01% | -52.9% |
| Q2 2020 | $86,000 | -37.2% | 2,452 | -41.4% | 0.02% | -48.5% |
| Q1 2020 | $137,000 | +661.1% | 4,186 | +976.1% | 0.03% | +560.0% |
| Q4 2019 | $18,000 | 0.0% | 389 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $18,000 | +5.9% | 389 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | -51.4% | 389 | -49.9% | 0.01% | -61.5% |
| Q1 2019 | $35,000 | +16.7% | 777 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $30,000 | – | 777 | – | 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% |