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 | $174,276 | -16.1% | 10,300 | 0.0% | 0.06% | -8.1% |
| Q2 2023 | $207,648 | -12.0% | 10,300 | -14.9% | 0.06% | -19.5% |
| Q1 2023 | $235,950 | -7.3% | 12,100 | 0.0% | 0.08% | -11.5% |
| Q4 2022 | $254,463 | +10.6% | 12,100 | 0.0% | 0.09% | -1.1% |
| Q3 2022 | $230,000 | -12.5% | 12,100 | -2.8% | 0.09% | -17.0% |
| Q2 2022 | $263,000 | -16.2% | 12,448 | 0.0% | 0.11% | -4.5% |
| Q1 2022 | $314,000 | +7.9% | 12,448 | +125.0% | 0.11% | -3.5% |
| Q4 2021 | $291,000 | +15.0% | 5,532 | -0.2% | 0.12% | -5.7% |
| Q3 2021 | $253,000 | 0.0% | 5,545 | +0.2% | 0.12% | +1.7% |
| Q2 2021 | $253,000 | +9.5% | 5,532 | 0.0% | 0.12% | +3.4% |
| Q1 2021 | $231,000 | – | 5,532 | – | 0.12% | – |
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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% |