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 | $1,864,367 | -3.3% | 105,035 | +7.5% | 0.50% | -1.6% |
| Q2 2023 | $1,927,229 | -1.0% | 97,730 | -2.1% | 0.51% | -5.0% |
| Q1 2023 | $1,946,369 | +11.3% | 99,814 | +10.1% | 0.54% | +1.5% |
| Q4 2022 | $1,748,787 | +68.6% | 90,658 | +63.4% | 0.53% | +51.7% |
| Q3 2022 | $1,037,000 | +61.8% | 55,472 | +82.6% | 0.35% | +64.2% |
| Q2 2022 | $641,000 | -6.0% | 30,382 | +10.9% | 0.21% | +5.0% |
| Q1 2022 | $682,000 | -6.7% | 27,401 | +97.6% | 0.20% | -4.3% |
| Q4 2021 | $731,000 | +12.6% | 13,864 | -2.4% | 0.21% | -1.9% |
| Q3 2021 | $649,000 | +7.3% | 14,201 | +7.5% | 0.22% | 0.0% |
| Q2 2021 | $605,000 | +9.0% | 13,214 | -2.2% | 0.22% | -4.9% |
| Q1 2021 | $555,000 | +7.8% | 13,507 | -0.5% | 0.23% | -0.4% |
| Q4 2020 | $515,000 | +9.8% | 13,569 | +2.2% | 0.23% | -5.4% |
| Q3 2020 | $469,000 | +3.8% | 13,272 | +3.3% | 0.24% | -0.4% |
| Q2 2020 | $452,000 | +75.2% | 12,846 | +63.3% | 0.24% | +44.3% |
| Q1 2020 | $258,000 | – | 7,868 | – | 0.17% | – |
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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% |