SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $252,000 | -34.9% | 11,957 | -23.1% | 0.01% | -16.7% |
| Q1 2022 | $387,000 | -5.4% | 15,548 | +100.2% | 0.01% | 0.0% |
| Q4 2021 | $409,000 | +15.9% | 7,766 | +0.5% | 0.01% | 0.0% |
| Q3 2021 | $353,000 | 0.0% | 7,731 | +0.3% | 0.01% | +20.0% |
| Q2 2021 | $353,000 | -6.6% | 7,706 | -16.2% | 0.01% | -16.7% |
| Q1 2021 | $378,000 | +20.8% | 9,192 | +11.4% | 0.01% | 0.0% |
| Q4 2020 | $313,000 | -21.4% | 8,250 | -26.7% | 0.01% | -25.0% |
| Q3 2020 | $398,000 | -6.8% | 11,252 | -7.2% | 0.01% | -20.0% |
| Q2 2020 | $427,000 | +11.5% | 12,120 | +3.6% | 0.01% | -9.1% |
| Q1 2020 | $383,000 | +15.4% | 11,696 | +61.9% | 0.01% | +57.1% |
| Q4 2019 | $332,000 | +9.9% | 7,222 | +12.8% | 0.01% | 0.0% |
| Q3 2019 | $302,000 | – | 6,400 | – | 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% |