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 | $1,895,007 | +7.3% | 106,756 | +18.1% | 0.00% | 0.0% |
| Q2 2023 | $1,765,575 | +16.3% | 90,373 | +16.0% | 0.00% | 0.0% |
| Q1 2023 | $1,518,663 | -9.8% | 77,910 | -10.7% | 0.00% | 0.0% |
| Q4 2022 | $1,684,170 | -57.3% | 87,289 | -58.6% | 0.00% | -66.7% |
| Q3 2022 | $3,945,000 | -8.2% | 211,044 | +3.6% | 0.01% | 0.0% |
| Q2 2022 | $4,296,000 | -9.0% | 203,667 | +6.1% | 0.01% | 0.0% |
| Q1 2022 | $4,720,000 | -74.7% | 191,954 | -45.8% | 0.01% | -74.3% |
| Q4 2021 | $18,669,000 | +150.5% | 354,301 | +117.1% | 0.04% | +118.8% |
| Q3 2021 | $7,454,000 | +597.3% | 163,164 | +599.7% | 0.02% | +700.0% |
| Q2 2021 | $1,069,000 | +13.2% | 23,320 | +1.6% | 0.00% | 0.0% |
| Q1 2021 | $944,000 | -21.6% | 22,961 | -27.4% | 0.00% | -33.3% |
| Q4 2020 | $1,204,000 | +13.2% | 31,639 | +5.1% | 0.00% | 0.0% |
| Q3 2020 | $1,064,000 | -18.6% | 30,106 | -18.9% | 0.00% | -25.0% |
| Q2 2020 | $1,307,000 | -45.4% | 37,122 | -87.9% | 0.00% | -60.0% |
| Q1 2020 | $2,395,000 | – | 306,409 | – | 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% |