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 | $303 | -8.7% | 17,066 | +0.3% | 0.04% | -7.7% |
| Q2 2023 | $332 | -5.7% | 17,022 | -5.8% | 0.04% | -11.4% |
| Q1 2023 | $352 | -36.2% | 18,076 | -36.8% | 0.04% | -43.6% |
| Q4 2022 | $552 | -99.9% | 28,595 | -5.2% | 0.08% | -8.2% |
| Q3 2022 | $564,000 | -14.8% | 30,160 | -3.9% | 0.08% | -11.5% |
| Q2 2022 | $662,000 | -12.2% | 31,396 | +3.6% | 0.10% | 0.0% |
| Q1 2022 | $754,000 | +0.5% | 30,295 | +112.7% | 0.10% | +2.1% |
| Q4 2021 | $750,000 | +1.1% | 14,240 | -12.3% | 0.09% | -11.3% |
| Q3 2021 | $742,000 | +0.1% | 16,243 | +0.4% | 0.11% | -4.5% |
| Q2 2021 | $741,000 | +8.7% | 16,176 | -2.6% | 0.11% | -5.9% |
| Q1 2021 | $682,000 | +6.6% | 16,605 | -1.5% | 0.12% | -4.8% |
| Q4 2020 | $640,000 | – | 16,857 | – | 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% |