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 | $235 | -58.0% | 13,265 | -51.9% | 0.02% | +21.4% |
| Q2 2023 | $560 | +99.3% | 27,556 | +91.4% | 0.01% | 0.0% |
| Q1 2023 | $281 | +7.7% | 14,396 | +6.5% | 0.01% | 0.0% |
| Q4 2022 | $261 | -99.9% | 13,515 | -2.2% | 0.01% | -12.5% |
| Q3 2022 | $258,000 | -11.6% | 13,813 | -0.2% | 0.02% | 0.0% |
| Q2 2022 | $292,000 | -25.9% | 13,845 | -12.5% | 0.02% | -20.0% |
| Q1 2022 | $394,000 | -25.4% | 15,823 | +58.0% | 0.02% | -23.1% |
| Q4 2021 | $528,000 | -27.2% | 10,015 | -37.0% | 0.03% | -39.5% |
| Q3 2021 | $725,000 | +9.8% | 15,905 | +10.4% | 0.04% | +4.9% |
| Q2 2021 | $660,000 | -76.1% | 14,408 | -78.6% | 0.04% | -80.4% |
| Q1 2021 | $2,763,000 | -25.6% | 67,233 | -31.2% | 0.21% | -31.9% |
| Q4 2020 | $3,712,000 | -23.9% | 97,758 | -29.1% | 0.31% | -54.7% |
| Q3 2020 | $4,879,000 | -22.6% | 137,947 | -23.0% | 0.68% | -30.9% |
| Q2 2020 | $6,306,000 | -5.5% | 179,057 | -12.2% | 0.98% | -23.1% |
| Q1 2020 | $6,675,000 | -27.6% | 203,880 | +1.7% | 1.28% | -18.1% |
| Q4 2019 | $9,216,000 | +1.3% | 200,534 | +4.0% | 1.56% | -11.4% |
| Q3 2019 | $9,097,000 | +7.5% | 192,871 | +1.3% | 1.76% | -1.2% |
| Q2 2019 | $8,462,000 | +4.8% | 190,397 | +4.8% | 1.78% | -15.7% |
| Q1 2019 | $8,073,000 | +10.7% | 181,698 | -4.1% | 2.11% | -14.1% |
| Q4 2018 | $7,294,000 | -1.2% | 189,410 | +7.0% | 2.46% | -10.0% |
| Q3 2018 | $7,385,000 | +7.5% | 176,978 | +7.6% | 2.73% | -7.7% |
| Q2 2018 | $6,870,000 | +35.6% | 164,446 | +24.2% | 2.96% | +17.5% |
| Q1 2018 | $5,065,000 | – | 132,427 | – | 2.52% | – |
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% |