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 | $19,074,000 | +88558.5% | 1,074,611 | -2.4% | 1.13% | -4.6% |
| Q2 2023 | $21,514 | +58.0% | 1,101,560 | +57.7% | 1.19% | +41.1% |
| Q1 2023 | $13,618 | +6.8% | 698,362 | +5.6% | 0.84% | +0.2% |
| Q4 2022 | $12,751 | -99.9% | 661,034 | +19.2% | 0.84% | +11.7% |
| Q3 2022 | $10,361,000 | -3.2% | 554,348 | +9.2% | 0.75% | -1.4% |
| Q2 2022 | $10,709,000 | -7.7% | 507,762 | +8.9% | 0.76% | +3.2% |
| Q1 2022 | $11,605,000 | -4.1% | 466,240 | +102.9% | 0.74% | -3.1% |
| Q4 2021 | $12,106,000 | +13.5% | 229,758 | -1.6% | 0.76% | -33.2% |
| Q3 2021 | $10,668,000 | -14.4% | 233,545 | -10.7% | 1.14% | +24.0% |
| Q2 2021 | $12,468,000 | +14.4% | 261,653 | -1.3% | 0.92% | +4.0% |
| Q1 2021 | $10,897,000 | +8.6% | 265,199 | +0.4% | 0.89% | +6.7% |
| Q4 2020 | $10,032,000 | +6.2% | 264,217 | -1.1% | 0.83% | -6.8% |
| Q3 2020 | $9,446,000 | +12.8% | 267,052 | +12.3% | 0.89% | +4.9% |
| Q2 2020 | $8,375,000 | +52.0% | 237,779 | +41.3% | 0.85% | +23.9% |
| Q1 2020 | $5,509,000 | – | 168,252 | – | 0.68% | – |
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% |