SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $669,388 | -9.1% | 37,712 | 0.0% | 0.24% | -5.6% |
| Q2 2023 | $736,515 | +0.5% | 37,712 | +0.3% | 0.25% | -6.3% |
| Q1 2023 | $732,849 | +110769.7% | 37,582 | +9.7% | 0.27% | +5.9% |
| Q4 2022 | $661 | -99.7% | 34,252 | +142.6% | 0.25% | +122.8% |
| Q3 2022 | $264,000 | +74.8% | 14,116 | +97.5% | 0.11% | +83.9% |
| Q2 2022 | $151,000 | -15.2% | 7,146 | 0.0% | 0.06% | 0.0% |
| Q1 2022 | $178,000 | +34.8% | 7,146 | +185.7% | 0.06% | +31.9% |
| Q4 2021 | $132,000 | +15.8% | 2,501 | 0.0% | 0.05% | +2.2% |
| Q3 2021 | $114,000 | +15.2% | 2,501 | +15.6% | 0.05% | +2.2% |
| Q2 2021 | $99,000 | +11.2% | 2,163 | 0.0% | 0.04% | +4.7% |
| Q1 2021 | $89,000 | +12.7% | 2,163 | +4.3% | 0.04% | -12.2% |
| Q4 2020 | $79,000 | +11.3% | 2,073 | +3.8% | 0.05% | -2.0% |
| Q3 2020 | $71,000 | -18.4% | 1,997 | -19.1% | 0.05% | -23.1% |
| Q2 2020 | $87,000 | +74.0% | 2,470 | +62.6% | 0.06% | +51.2% |
| Q1 2020 | $50,000 | +138.1% | 1,519 | +239.1% | 0.04% | +186.7% |
| Q4 2019 | $21,000 | 0.0% | 448 | 0.0% | 0.02% | +25.0% |
| Q3 2019 | $21,000 | -34.4% | 448 | -37.2% | 0.01% | -33.3% |
| Q2 2019 | $32,000 | 0.0% | 713 | 0.0% | 0.02% | -5.3% |
| Q1 2019 | $32,000 | -28.9% | 713 | -38.6% | 0.02% | -32.1% |
| Q4 2018 | $45,000 | +800.0% | 1,161 | +867.5% | 0.03% | +600.0% |
| Q1 2017 | $5,000 | – | 120 | – | 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% |