SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $673,940 | -51.5% | 34,561 | -52.1% | 0.00% | – |
| Q4 2022 | $1,390,694 | +127.6% | 72,094 | +120.6% | 0.00% | – |
| Q3 2022 | $611,000 | -9.3% | 32,674 | +2.2% | 0.00% | – |
| Q2 2022 | $674,000 | +6.1% | 31,974 | +25.3% | 0.00% | – |
| Q1 2022 | $635,000 | -28.2% | 25,524 | +52.1% | 0.00% | – |
| Q4 2021 | $884,000 | +12.3% | 16,780 | -2.6% | 0.00% | – |
| Q3 2021 | $787,000 | -11.0% | 17,230 | -10.7% | 0.00% | – |
| Q2 2021 | $884,000 | +8.2% | 19,299 | -2.9% | 0.00% | – |
| Q1 2021 | $817,000 | +15.1% | 19,879 | +6.3% | 0.00% | – |
| Q4 2020 | $710,000 | +9.7% | 18,708 | +2.2% | 0.00% | – |
| Q3 2020 | $647,000 | +3.2% | 18,303 | +2.8% | 0.00% | – |
| Q2 2020 | $627,000 | +31.7% | 17,797 | +22.4% | 0.00% | – |
| Q1 2020 | $476,000 | -25.6% | 14,543 | +4.4% | 0.00% | – |
| Q4 2019 | $640,000 | -1.8% | 13,931 | +0.8% | 0.00% | – |
| Q3 2019 | $652,000 | +13.4% | 13,824 | +6.8% | 0.00% | – |
| Q2 2019 | $575,000 | -2.4% | 12,946 | -2.4% | 0.00% | – |
| Q1 2019 | $589,000 | +24.0% | 13,268 | +7.6% | 0.00% | – |
| Q4 2018 | $475,000 | -7.6% | 12,327 | 0.0% | 0.00% | – |
| Q3 2018 | $514,000 | -0.2% | 12,327 | 0.0% | 0.00% | – |
| Q2 2018 | $515,000 | -1.3% | 12,327 | -9.6% | 0.00% | – |
| Q1 2018 | $522,000 | -1.9% | 13,631 | +6.5% | 0.00% | – |
| Q4 2017 | $532,000 | +3.9% | 12,794 | +2.6% | 0.00% | – |
| Q3 2017 | $512,000 | -0.4% | 12,465 | 0.0% | 0.00% | – |
| Q2 2017 | $514,000 | +11.7% | 12,465 | +10.6% | 0.00% | – |
| Q1 2017 | $460,000 | +73.6% | 11,272 | +74.8% | 0.00% | – |
| Q4 2016 | $265,000 | – | 6,450 | – | 0.00% | – |
Download | ||||||
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% |