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 | $14,135,710 | +18.4% | 796,378 | +30.3% | 0.06% | +19.6% |
| Q2 2023 | $11,935,213 | -12.2% | 611,122 | -12.4% | 0.05% | -17.7% |
| Q1 2023 | $13,596,278 | +6.0% | 697,245 | +4.9% | 0.06% | 0.0% |
| Q4 2022 | $12,827,078 | -8.1% | 664,960 | -11.0% | 0.06% | -16.2% |
| Q3 2022 | $13,963,000 | +9.4% | 747,095 | +23.5% | 0.07% | +15.6% |
| Q2 2022 | $12,761,000 | -0.2% | 605,061 | +17.8% | 0.06% | +14.3% |
| Q1 2022 | $12,786,000 | -8.5% | 513,750 | +93.8% | 0.06% | -5.1% |
| Q4 2021 | $13,967,000 | +20.7% | 265,068 | +4.6% | 0.06% | +9.3% |
| Q3 2021 | $11,575,000 | +19.1% | 253,396 | +19.4% | 0.05% | +17.4% |
| Q2 2021 | $9,716,000 | +12.3% | 212,181 | +0.7% | 0.05% | 0.0% |
| Q1 2021 | $8,654,000 | +0.8% | 210,606 | -6.9% | 0.05% | -11.5% |
| Q4 2020 | $8,588,000 | -1.5% | 226,174 | -8.2% | 0.05% | -16.1% |
| Q3 2020 | $8,716,000 | +4.1% | 246,433 | +3.7% | 0.06% | -4.6% |
| Q2 2020 | $8,371,000 | +10.4% | 237,675 | +2.6% | 0.06% | -5.8% |
| Q1 2020 | $7,583,000 | -16.7% | 231,607 | +17.0% | 0.07% | +3.0% |
| Q4 2019 | $9,099,000 | -2.9% | 197,967 | -0.3% | 0.07% | -15.2% |
| Q3 2019 | $9,369,000 | +5.2% | 198,612 | -0.9% | 0.08% | +2.6% |
| Q2 2019 | $8,905,000 | -1.4% | 200,387 | -1.4% | 0.08% | -8.3% |
| Q1 2019 | $9,032,000 | +10.3% | 203,289 | -4.4% | 0.08% | -3.4% |
| Q4 2018 | $8,190,000 | – | 212,683 | – | 0.09% | – |
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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% |