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 | $666,467 | -7.8% | 37,547 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $723,047 | +25.6% | 37,022 | +25.4% | 0.01% | +14.3% |
| Q1 2023 | $575,699 | +7.7% | 29,523 | +6.5% | 0.01% | -63.2% |
| Q4 2022 | $534,700 | +17.3% | 27,719 | +13.6% | 0.02% | +5.6% |
| Q3 2022 | $456,000 | -28.1% | 24,392 | -18.9% | 0.02% | -28.0% |
| Q2 2022 | $634,000 | +70.0% | 30,064 | +100.8% | 0.02% | +92.3% |
| Q1 2022 | $373,000 | +11.3% | 14,971 | +135.3% | 0.01% | +18.2% |
| Q4 2021 | $335,000 | -4.6% | 6,362 | -17.2% | 0.01% | -15.4% |
| Q3 2021 | $351,000 | +466.1% | 7,681 | +339.2% | 0.01% | +333.3% |
| Q2 2020 | $62,000 | +34.8% | 1,749 | +24.1% | 0.00% | 0.0% |
| Q1 2020 | $46,000 | -65.2% | 1,409 | -50.9% | 0.00% | -70.0% |
| Q4 2019 | $132,000 | – | 2,867 | – | 0.01% | – |
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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% |