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 | $6,767 | -19.2% | 381 | -11.2% | 0.00% | 0.0% |
| Q2 2023 | $8,375 | +1.1% | 429 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $8,281 | +48611.8% | 425 | -51.4% | 0.00% | -66.7% |
| Q4 2022 | $17 | -99.8% | 874 | +100.0% | 0.01% | +100.0% |
| Q3 2022 | $8,000 | -11.1% | 437 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 434 | +0.7% | 0.00% | 0.0% |
| Q1 2022 | $11,000 | 0.0% | 431 | +98.6% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | +10.0% | 217 | +0.9% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 215 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 214 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 213 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | -80.5% | 212 | -81.9% | 0.00% | -82.4% |
| Q3 2020 | $41,000 | -14.6% | 1,169 | -15.9% | 0.02% | +13.3% |
| Q2 2020 | $48,000 | -21.3% | 1,390 | -25.3% | 0.02% | -44.4% |
| Q1 2020 | $61,000 | -74.4% | 1,861 | -64.0% | 0.03% | -71.9% |
| Q4 2019 | $238,000 | +2.6% | 5,169 | +4.1% | 0.10% | -27.3% |
| Q3 2019 | $232,000 | +52.6% | 4,964 | +45.5% | 0.13% | +45.1% |
| Q2 2019 | $152,000 | -13.1% | 3,412 | -13.8% | 0.09% | -24.2% |
| Q1 2019 | $175,000 | +10.8% | 3,957 | -3.3% | 0.12% | -13.7% |
| Q4 2018 | $158,000 | – | 4,094 | – | 0.14% | – |
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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% |