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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $240,258 | -34.9% | 12,302 | -35.0% | 0.00% | -50.0% |
Q1 2023 | $369,185 | +50.7% | 18,933 | +49.1% | 0.00% | +100.0% |
Q4 2022 | $244,906 | -99.9% | 12,696 | -53.5% | 0.00% | -33.3% |
Q3 2022 | $255,255,000 | +81975.6% | 27,324 | +118.7% | 0.00% | 0.0% |
Q1 2022 | $311,000 | -15.5% | 12,492 | +79.0% | 0.00% | -25.0% |
Q4 2021 | $368,000 | -42.4% | 6,979 | -50.1% | 0.00% | -33.3% |
Q3 2021 | $639,000 | +177.8% | 13,983 | +178.1% | 0.01% | +100.0% |
Q2 2021 | $230,000 | -16.4% | 5,028 | -24.7% | 0.00% | 0.0% |
Q1 2021 | $275,000 | -76.5% | 6,681 | -78.6% | 0.00% | -78.6% |
Q4 2020 | $1,170,000 | -99.6% | 31,160 | +22981.5% | 0.01% | +133.3% |
Q3 2020 | $305,000,000 | – | 135 | – | 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% |