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 | $13 | -7.1% | 745 | +0.5% | 0.01% | 0.0% |
Q2 2023 | $14 | 0.0% | 741 | +0.5% | 0.01% | 0.0% |
Q1 2023 | $14 | 0.0% | 737 | +0.4% | 0.01% | -16.7% |
Q4 2022 | $14 | -99.9% | 734 | +0.5% | 0.01% | -14.3% |
Q3 2022 | $14,000 | +40.0% | 730 | +47.2% | 0.01% | +75.0% |
Q2 2022 | $10,000 | +900.0% | 496 | +1450.0% | 0.00% | – |
Q1 2022 | $1,000 | 0.0% | 32 | +100.0% | 0.00% | – |
Q4 2021 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | -100.0% |
Q1 2021 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $1,000 | – | 16 | – | 0.00% | – |
Download |
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% |