SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $949,248 | -1.3% | 53,479 | +8.6% | 0.15% | -0.7% |
| Q2 2023 | $961,902 | -25.7% | 49,253 | -25.9% | 0.15% | -30.0% |
| Q1 2023 | $1,295,352 | +9.5% | 66,428 | +8.3% | 0.22% | +2.4% |
| Q4 2022 | $1,182,882 | +19.0% | 61,321 | +15.3% | 0.21% | +9.3% |
| Q3 2022 | $994,000 | -3.2% | 53,196 | +9.3% | 0.19% | -5.4% |
| Q2 2022 | $1,027,000 | -17.8% | 48,688 | -3.1% | 0.20% | -10.5% |
| Q1 2022 | $1,250,000 | +0.6% | 50,227 | +113.0% | 0.23% | +4.1% |
| Q4 2021 | $1,243,000 | +33.1% | 23,585 | +15.4% | 0.22% | +22.9% |
| Q3 2021 | $934,000 | +2.1% | 20,443 | +2.4% | 0.18% | 0.0% |
| Q2 2021 | $915,000 | +172.3% | 19,973 | +144.5% | 0.18% | +171.2% |
| Q1 2021 | $336,000 | +11.6% | 8,170 | +3.2% | 0.07% | +8.2% |
| Q4 2020 | $301,000 | +20.4% | 7,916 | +12.0% | 0.06% | +10.9% |
| Q3 2020 | $250,000 | +7.3% | 7,071 | +6.9% | 0.06% | 0.0% |
| Q2 2020 | $233,000 | +2.2% | 6,613 | +33.5% | 0.06% | +52.8% |
| Q4 2019 | $228,000 | -65.8% | 4,955 | -66.9% | 0.04% | -49.3% |
| Q2 2019 | $666,000 | 0.0% | 14,979 | 0.0% | 0.07% | 0.0% |
| Q1 2019 | $666,000 | +20.9% | 14,979 | +4.7% | 0.07% | -58.5% |
| Q4 2018 | $551,000 | -8.6% | 14,310 | -1.0% | 0.17% | -5.5% |
| Q3 2018 | $603,000 | -0.5% | 14,450 | -0.4% | 0.18% | -6.7% |
| Q2 2018 | $606,000 | -31.4% | 14,513 | -37.3% | 0.19% | -36.8% |
| Q1 2018 | $884,000 | -7.0% | 23,133 | +1.2% | 0.31% | -10.5% |
| Q4 2017 | $951,000 | – | 22,865 | – | 0.34% | – |
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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% |