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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,548,406 | +49.2% | 183,951 | +44.6% | 0.22% | +30.9% |
| Q3 2022 | $2,378,000 | +2.6% | 127,234 | +15.8% | 0.16% | -5.7% |
| Q2 2022 | $2,317,000 | -29.1% | 109,859 | -16.3% | 0.18% | -33.2% |
| Q1 2022 | $3,267,000 | +10.2% | 131,244 | +133.2% | 0.26% | +11.0% |
| Q4 2021 | $2,965,000 | +187.6% | 56,277 | +149.3% | 0.24% | +181.0% |
| Q3 2021 | $1,031,000 | +502.9% | 22,577 | +503.5% | 0.08% | +500.0% |
| Q2 2021 | $171,000 | +13.2% | 3,741 | +1.9% | 0.01% | +7.7% |
| Q1 2021 | $151,000 | -55.1% | 3,672 | -58.5% | 0.01% | -59.4% |
| Q4 2020 | $336,000 | -1.8% | 8,852 | -8.5% | 0.03% | -13.5% |
| Q3 2020 | $342,000 | +14.4% | 9,672 | +13.9% | 0.04% | -5.1% |
| Q2 2020 | $299,000 | +21.1% | 8,493 | +12.5% | 0.04% | -2.5% |
| Q1 2020 | $247,000 | -21.1% | 7,551 | +10.9% | 0.04% | -27.3% |
| Q4 2019 | $313,000 | -3.1% | 6,808 | -0.6% | 0.06% | +5.8% |
| Q3 2019 | $323,000 | +9.9% | 6,848 | +3.4% | 0.05% | +10.6% |
| Q2 2019 | $294,000 | +88.5% | 6,624 | +88.7% | 0.05% | +67.9% |
| Q1 2019 | $156,000 | +321.6% | 3,511 | +260.8% | 0.03% | +250.0% |
| Q4 2018 | $37,000 | -56.5% | 973 | -52.1% | 0.01% | -71.4% |
| Q3 2018 | $85,000 | +193.1% | 2,032 | +189.9% | 0.03% | +300.0% |
| Q2 2018 | $29,000 | – | 701 | – | 0.01% | – |
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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% |