SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,368 | +1.7% | 19,457 | +11.8% | 0.15% | +4.3% |
| Q2 2023 | $339,758 | -0.5% | 17,397 | -0.7% | 0.14% | -7.8% |
| Q1 2023 | $341,457 | +3.5% | 17,511 | +2.3% | 0.15% | -7.8% |
| Q4 2022 | $330,026 | +36.4% | 17,109 | +32.2% | 0.17% | +23.9% |
| Q3 2022 | $242,000 | -51.0% | 12,946 | -44.7% | 0.13% | -55.3% |
| Q2 2022 | $494,000 | +106.7% | 23,404 | +144.1% | 0.30% | +117.4% |
| Q1 2022 | $239,000 | -4.4% | 9,586 | +101.8% | 0.14% | -8.6% |
| Q4 2021 | $250,000 | +14.7% | 4,750 | -0.6% | 0.15% | +1.3% |
| Q3 2021 | $218,000 | -0.9% | 4,780 | -0.2% | 0.15% | -1.3% |
| Q2 2021 | $220,000 | -1.3% | 4,791 | -11.8% | 0.15% | -23.0% |
| Q1 2021 | $223,000 | – | 5,429 | – | 0.20% | – |
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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% |