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 | $284,053 | -34.7% | 16,003 | -28.2% | 0.01% | -37.5% |
| Q2 2023 | $434,992 | -16.5% | 22,273 | -16.7% | 0.01% | -20.0% |
| Q1 2023 | $521,118 | +14.1% | 26,724 | +12.9% | 0.01% | +11.1% |
| Q4 2022 | $456,710 | -49.9% | 23,676 | -51.5% | 0.01% | -55.0% |
| Q3 2022 | $912,000 | -11.4% | 48,774 | 0.0% | 0.02% | -9.1% |
| Q2 2022 | $1,029,000 | -14.8% | 48,774 | +0.5% | 0.02% | 0.0% |
| Q1 2022 | $1,208,000 | +191.1% | 48,514 | +516.4% | 0.02% | +214.3% |
| Q4 2021 | $415,000 | +15.3% | 7,871 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $360,000 | 0.0% | 7,871 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $360,000 | – | 7,871 | – | 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% |