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 | $294,000 | -47.7% | 13,900 | -37.5% | 0.00% | -33.3% |
| Q1 2022 | $562,000 | -14.5% | 22,253 | +78.4% | 0.01% | -14.3% |
| Q4 2021 | $657,000 | +10.6% | 12,477 | -2.5% | 0.01% | 0.0% |
| Q3 2021 | $594,000 | -40.6% | 12,799 | -41.1% | 0.01% | -41.7% |
| Q2 2021 | $1,000,000 | -82.8% | 21,718 | -84.5% | 0.01% | -84.2% |
| Q1 2021 | $5,799,000 | +44.5% | 140,109 | +32.6% | 0.08% | +35.7% |
| Q4 2020 | $4,013,000 | -2.9% | 105,693 | -9.8% | 0.06% | -12.5% |
| Q3 2020 | $4,134,000 | -6.4% | 117,148 | -7.7% | 0.06% | -12.3% |
| Q2 2020 | $4,417,000 | -4.2% | 126,950 | -8.4% | 0.07% | -13.1% |
| Q1 2020 | $4,609,000 | +6.3% | 138,557 | +46.8% | 0.08% | +23.5% |
| Q4 2019 | $4,337,000 | +7.0% | 94,360 | +3.5% | 0.07% | +1.5% |
| Q2 2019 | $4,053,000 | +4.3% | 91,195 | +4.3% | 0.07% | 0.0% |
| Q1 2019 | $3,885,000 | – | 87,432 | – | 0.07% | – |
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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% |