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 | $54,006 | -8.8% | 3,043 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $59,220 | -60.2% | 3,032 | -60.3% | 0.00% | -66.7% |
| Q1 2023 | $148,895 | +62199.2% | 7,636 | -38.4% | 0.01% | -53.8% |
| Q4 2022 | $239 | -98.4% | 12,400 | +1451.9% | 0.01% | +1200.0% |
| Q3 2022 | $15,000 | -59.5% | 799 | -54.7% | 0.00% | -50.0% |
| Q2 2022 | $37,000 | -92.1% | 1,764 | -90.7% | 0.00% | -84.6% |
| Q1 2022 | $470,000 | +29.8% | 18,885 | +174.9% | 0.01% | +62.5% |
| Q4 2021 | $362,000 | +7.7% | 6,870 | -6.5% | 0.01% | -11.1% |
| Q3 2021 | $336,000 | -7.2% | 7,346 | -7.1% | 0.01% | -10.0% |
| Q2 2021 | $362,000 | +11.0% | 7,909 | -0.2% | 0.01% | +11.1% |
| Q1 2021 | $326,000 | – | 7,925 | – | 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% |