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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $514,000 | -36.4% | 26,621 | -38.4% | 0.41% | -43.1% |
| Q3 2022 | $808,000 | +304.0% | 43,249 | +356.7% | 0.72% | +338.4% |
| Q2 2022 | $200,000 | -21.9% | 9,470 | -7.8% | 0.16% | -12.8% |
| Q1 2022 | $256,000 | -36.3% | 10,275 | +5.1% | 0.19% | -43.9% |
| Q1 2021 | $402,000 | -63.6% | 9,779 | -66.4% | 0.34% | -64.7% |
| Q4 2020 | $1,105,000 | +149.4% | 29,103 | +132.4% | 0.95% | +112.6% |
| Q3 2020 | $443,000 | -34.6% | 12,521 | -15.0% | 0.45% | -36.9% |
| Q4 2019 | $677,000 | -35.2% | 14,726 | -33.5% | 0.71% | -42.6% |
| Q3 2019 | $1,045,000 | -41.0% | 22,157 | -44.4% | 1.23% | -44.5% |
| Q2 2019 | $1,770,000 | -9.9% | 39,840 | -9.9% | 2.22% | -12.6% |
| Q1 2019 | $1,964,000 | +21.2% | 44,214 | +5.1% | 2.54% | +8.5% |
| Q4 2018 | $1,620,000 | – | 42,062 | – | 2.34% | – |
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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% |