SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,004,794 | -19.6% | 56,608 | -11.6% | 0.05% | -17.9% |
| Q2 2023 | $1,250,189 | -22.4% | 64,014 | -22.5% | 0.06% | -18.8% |
| Q1 2023 | $1,610,688 | -4.0% | 82,599 | -5.0% | 0.07% | -13.8% |
| Q4 2022 | $1,677,749 | -46.7% | 86,975 | -48.4% | 0.08% | -55.6% |
| Q3 2022 | $3,149,000 | +1406.7% | 168,462 | +4141.2% | 0.18% | +1400.0% |
| Q4 2021 | $209,000 | -16.4% | 3,972 | -27.3% | 0.01% | -29.4% |
| Q2 2021 | $250,000 | +14.2% | 5,466 | +2.7% | 0.02% | +6.2% |
| Q1 2021 | $219,000 | +2.8% | 5,323 | -11.5% | 0.02% | -30.4% |
| Q3 2020 | $213,000 | +868.2% | 6,012 | +780.2% | 0.02% | +666.7% |
| Q1 2020 | $22,000 | -74.4% | 683 | -63.5% | 0.00% | -72.7% |
| Q4 2019 | $86,000 | -1.1% | 1,870 | +1.5% | 0.01% | -15.4% |
| Q3 2019 | $87,000 | +6.1% | 1,843 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $82,000 | -4.7% | 1,843 | -5.2% | 0.01% | -13.3% |
| Q1 2019 | $86,000 | -2.3% | 1,944 | -15.0% | 0.02% | -11.8% |
| Q4 2018 | $88,000 | +252.0% | 2,287 | +276.2% | 0.02% | +240.0% |
| Q3 2018 | $25,000 | 0.0% | 608 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $25,000 | – | 608 | – | 0.01% | – |
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% |