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 | $448,446 | -22.6% | 22,962 | -22.7% | 0.16% | -25.6% |
| Q1 2023 | $579,156 | +2.9% | 29,700 | +1.7% | 0.22% | -2.7% |
| Q4 2022 | $563,093 | +5.6% | 29,191 | +2.4% | 0.22% | -0.5% |
| Q3 2022 | $533,000 | -6.3% | 28,511 | +5.6% | 0.22% | +1.4% |
| Q2 2022 | $569,000 | -12.7% | 26,988 | +3.1% | 0.22% | +0.5% |
| Q1 2022 | $652,000 | +1.6% | 26,176 | +114.7% | 0.22% | +4.8% |
| Q4 2021 | $642,000 | +5.4% | 12,190 | -8.6% | 0.21% | +1.0% |
| Q3 2021 | $609,000 | +8.2% | 13,339 | +8.4% | 0.21% | +7.9% |
| Q2 2021 | $563,000 | +10.4% | 12,303 | -0.9% | 0.19% | +3.2% |
| Q1 2021 | $510,000 | +22.6% | 12,410 | +13.2% | 0.18% | +17.8% |
| Q4 2020 | $416,000 | +10.6% | 10,961 | +3.2% | 0.16% | -3.1% |
| Q3 2020 | $376,000 | -5.3% | 10,617 | -5.7% | 0.16% | -12.9% |
| Q2 2020 | $397,000 | -3.6% | 11,263 | -10.6% | 0.19% | -11.4% |
| Q1 2020 | $412,000 | -58.1% | 12,599 | -41.2% | 0.21% | 0.0% |
| Q4 2019 | $984,000 | -0.4% | 21,430 | +2.2% | 0.21% | -4.1% |
| Q3 2019 | $988,000 | +116.7% | 20,960 | +104.2% | 0.22% | +6.8% |
| Q2 2019 | $456,000 | -49.2% | 10,265 | -49.3% | 0.20% | -0.5% |
| Q1 2019 | $898,000 | +102.3% | 20,230 | +75.6% | 0.21% | -5.5% |
| Q4 2018 | $444,000 | -46.0% | 11,520 | -41.5% | 0.22% | +17.8% |
| Q3 2018 | $822,000 | +101.5% | 19,680 | +101.3% | 0.18% | -1.6% |
| Q2 2018 | $408,000 | +18.6% | 9,775 | +8.6% | 0.19% | +14.6% |
| Q1 2018 | $344,000 | -82.9% | 9,000 | -81.4% | 0.16% | -57.0% |
| Q4 2017 | $2,012,000 | +6.0% | 48,354 | +4.8% | 0.38% | +4.1% |
| Q3 2017 | $1,898,000 | +0.1% | 46,136 | +0.3% | 0.37% | -1.3% |
| Q2 2017 | $1,896,000 | +102.6% | 45,988 | +100.3% | 0.37% | -1.9% |
| Q1 2017 | $936,000 | -46.8% | 22,956 | -46.5% | 0.38% | -1.3% |
| Q4 2016 | $1,760,000 | – | 42,880 | – | 0.38% | – |
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% |