SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,538,796 | -9.1% | 86,692 | 0.0% | 0.16% | -7.0% |
| Q2 2023 | $1,693,095 | +0.2% | 86,692 | 0.0% | 0.17% | -3.9% |
| Q1 2023 | $1,690,494 | +1.4% | 86,692 | +0.3% | 0.18% | -7.8% |
| Q4 2022 | $1,667,042 | -79.8% | 86,420 | -80.4% | 0.19% | -82.6% |
| Q3 2022 | $8,236,000 | -23.4% | 440,612 | -13.6% | 1.11% | -20.7% |
| Q2 2022 | $10,756,000 | -15.3% | 510,000 | 0.0% | 1.40% | -12.6% |
| Q1 2022 | $12,694,000 | -5.5% | 510,000 | +100.0% | 1.60% | -3.1% |
| Q4 2021 | $13,436,000 | +15.4% | 255,000 | 0.0% | 1.66% | +6.5% |
| Q3 2021 | $11,648,000 | -0.2% | 255,000 | 0.0% | 1.56% | +1.2% |
| Q2 2021 | $11,676,000 | +11.4% | 255,000 | 0.0% | 1.54% | +3.0% |
| Q1 2021 | $10,478,000 | +8.2% | 255,000 | 0.0% | 1.49% | +3.0% |
| Q4 2020 | $9,682,000 | +7.4% | 255,000 | 0.0% | 1.45% | -4.6% |
| Q3 2020 | $9,019,000 | +0.4% | 255,000 | 0.0% | 1.52% | -5.4% |
| Q2 2020 | $8,981,000 | – | 255,000 | – | 1.60% | – |
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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% |