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 | $3,550 | -9.1% | 200 | 0.0% | 0.00% | – |
Q2 2023 | $3,906 | +0.2% | 200 | 0.0% | 0.00% | – |
Q1 2023 | $3,900 | -96.3% | 200 | -96.3% | 0.00% | -100.0% |
Q4 2022 | $104,880 | +22.0% | 5,437 | +18.8% | 0.00% | +50.0% |
Q3 2022 | $86,000 | -14.0% | 4,576 | -3.3% | 0.00% | -33.3% |
Q2 2022 | $100,000 | -9.9% | 4,734 | +5.9% | 0.00% | 0.0% |
Q1 2022 | $111,000 | +2120.0% | 4,470 | +4370.0% | 0.00% | – |
Q4 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q3 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q2 2021 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – |
Q1 2021 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | – |
Q4 2020 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q3 2020 | $3,000 | 0.0% | 100 | -1.0% | 0.00% | – |
Q2 2020 | $3,000 | -84.2% | 101 | -83.3% | 0.00% | -100.0% |
Q1 2020 | $19,000 | -32.1% | 606 | -1.3% | 0.00% | 0.0% |
Q4 2019 | $28,000 | +12.0% | 614 | +14.1% | 0.00% | +100.0% |
Q3 2019 | $25,000 | – | 538 | – | 0.00% | – |
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% |