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 | $189,188 | -5.1% | 10,658 | +4.4% | 0.10% | +2.1% |
| Q2 2023 | $199,287 | -5.2% | 10,204 | -5.4% | 0.10% | -10.4% |
| Q1 2023 | $210,241 | +6.7% | 10,782 | +5.6% | 0.11% | +6.0% |
| Q4 2022 | $197,013 | -2.5% | 10,213 | +6.7% | 0.10% | -2.9% |
| Q2 2022 | $202,000 | -21.1% | 9,575 | -7.0% | 0.10% | -8.8% |
| Q1 2022 | $256,000 | +8.0% | 10,299 | +129.0% | 0.11% | +5.6% |
| Q4 2021 | $237,000 | +17.9% | 4,497 | +2.0% | 0.11% | +10.3% |
| Q3 2021 | $201,000 | -24.7% | 4,409 | -24.4% | 0.10% | -25.4% |
| Q2 2021 | $267,000 | +18.7% | 5,829 | +6.3% | 0.13% | +14.0% |
| Q1 2021 | $225,000 | -46.9% | 5,485 | -50.9% | 0.11% | -52.1% |
| Q4 2020 | $424,000 | -81.1% | 11,171 | -82.4% | 0.24% | -83.1% |
| Q3 2020 | $2,244,000 | -70.2% | 63,453 | -70.3% | 1.40% | -70.8% |
| Q2 2020 | $7,533,000 | +13.1% | 213,898 | +5.1% | 4.80% | -2.3% |
| Q1 2020 | $6,661,000 | -23.8% | 203,443 | +6.9% | 4.92% | -11.7% |
| Q4 2019 | $8,744,000 | -0.9% | 190,254 | +1.7% | 5.57% | -4.8% |
| Q3 2019 | $8,825,000 | +2.4% | 187,097 | -3.5% | 5.85% | +3.4% |
| Q2 2019 | $8,615,000 | 0.0% | 193,854 | -0.0% | 5.66% | -3.3% |
| Q1 2019 | $8,615,000 | +17.0% | 193,905 | +1.4% | 5.84% | +0.1% |
| Q4 2018 | $7,364,000 | -6.5% | 191,222 | +1.3% | 5.84% | +1.0% |
| Q3 2018 | $7,874,000 | -0.4% | 188,699 | -0.3% | 5.78% | -4.3% |
| Q2 2018 | $7,909,000 | – | 189,301 | – | 6.04% | – |
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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% |