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 | $455,341 | -32.2% | 25,653 | -25.4% | 0.30% | -31.0% |
| Q2 2023 | $671,715 | -18.4% | 34,394 | -18.6% | 0.44% | -18.4% |
| Q1 2023 | $823,505 | -2.8% | 42,231 | -3.8% | 0.53% | -6.3% |
| Q4 2022 | $847,005 | +30.7% | 43,909 | +26.6% | 0.57% | +20.5% |
| Q3 2022 | $648,000 | -11.0% | 34,687 | +0.5% | 0.47% | -7.1% |
| Q2 2022 | $728,000 | -37.6% | 34,512 | -26.3% | 0.51% | -29.5% |
| Q1 2022 | $1,166,000 | -10.6% | 46,857 | +89.3% | 0.72% | -5.5% |
| Q4 2021 | $1,304,000 | +15.9% | 24,751 | +0.5% | 0.76% | +11.7% |
| Q3 2021 | $1,125,000 | -6.4% | 24,636 | -6.2% | 0.68% | -10.1% |
| Q2 2021 | $1,202,000 | +11.2% | 26,252 | -0.2% | 0.76% | +8.4% |
| Q1 2021 | $1,081,000 | +8.0% | 26,300 | -0.3% | 0.70% | -10.8% |
| Q4 2020 | $1,001,000 | +9.9% | 26,367 | +2.4% | 0.79% | +2.2% |
| Q3 2020 | $911,000 | +0.8% | 25,752 | +0.3% | 0.77% | -1.8% |
| Q2 2020 | $904,000 | +14.1% | 25,669 | +6.1% | 0.78% | -3.4% |
| Q1 2020 | $792,000 | -22.0% | 24,193 | +9.4% | 0.81% | -5.9% |
| Q4 2019 | $1,016,000 | – | 22,117 | – | 0.86% | – |
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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% |