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 | $13,677,094 | -3.4% | 770,541 | +6.3% | 2.80% | -1.7% |
| Q2 2023 | $14,156,314 | +5.1% | 724,850 | +5.0% | 2.84% | +2.2% |
| Q1 2023 | $13,463,281 | +5.2% | 690,425 | +4.0% | 2.78% | -1.7% |
| Q4 2022 | $12,802,773 | +11.1% | 663,700 | +7.7% | 2.83% | +5.9% |
| Q3 2022 | $11,519,000 | -8.0% | 616,332 | +3.8% | 2.67% | -3.8% |
| Q2 2022 | $12,526,000 | -20.6% | 593,915 | -6.3% | 2.78% | -9.3% |
| Q1 2022 | $15,784,000 | -7.0% | 634,139 | +97.0% | 3.07% | -2.4% |
| Q4 2021 | $16,965,000 | +12.3% | 321,971 | -2.7% | 3.14% | +6.2% |
| Q3 2021 | $15,113,000 | -2.5% | 330,844 | +1.1% | 2.96% | -2.6% |
| Q2 2021 | $15,496,000 | +24.9% | 327,398 | +11.3% | 3.04% | +8.5% |
| Q1 2021 | $12,411,000 | +19.5% | 294,245 | +7.5% | 2.80% | +11.6% |
| Q4 2020 | $10,390,000 | +10.4% | 273,631 | +6.7% | 2.51% | +2.2% |
| Q3 2020 | $9,409,000 | -1.2% | 256,528 | -5.1% | 2.46% | -9.8% |
| Q2 2020 | $9,520,000 | +49.0% | 270,298 | +38.5% | 2.72% | +15.5% |
| Q1 2020 | $6,389,000 | -24.9% | 195,149 | +3.8% | 2.36% | -15.3% |
| Q4 2019 | $8,503,000 | -3.2% | 187,956 | +0.5% | 2.78% | -8.2% |
| Q3 2019 | $8,787,000 | +5.1% | 187,112 | -0.5% | 3.03% | +1.8% |
| Q2 2019 | $8,358,000 | -3.5% | 188,065 | -3.7% | 2.97% | -5.0% |
| Q1 2019 | $8,663,000 | +7.9% | 195,328 | -0.7% | 3.13% | -0.2% |
| Q4 2018 | $8,029,000 | -3.5% | 196,684 | -2.7% | 3.14% | -0.5% |
| Q3 2018 | $8,323,000 | -1.6% | 202,235 | -0.1% | 3.16% | -2.4% |
| Q2 2018 | $8,462,000 | +11.0% | 202,537 | +1.6% | 3.23% | +10.5% |
| Q1 2018 | $7,625,000 | +10.7% | 199,349 | +20.5% | 2.93% | +2.6% |
| Q4 2017 | $6,886,000 | +7.5% | 165,440 | +6.2% | 2.85% | +3.1% |
| Q3 2017 | $6,405,000 | +11.5% | 155,724 | +11.7% | 2.76% | +4.0% |
| Q2 2017 | $5,746,000 | +10.6% | 139,441 | +9.5% | 2.66% | +7.1% |
| Q1 2017 | $5,194,000 | +14.4% | 127,358 | +15.1% | 2.48% | +11.4% |
| Q4 2016 | $4,539,000 | – | 110,606 | – | 2.23% | – |
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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% |