SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 442 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193 | -10.2% | 10,872 | +0.4% | 0.12% | -3.3% |
| Q2 2023 | $215 | +0.5% | 10,832 | -1.3% | 0.12% | -8.3% |
| Q1 2023 | $214 | -2.3% | 10,973 | -3.6% | 0.13% | -6.3% |
| Q4 2022 | $219 | -99.9% | 11,378 | -3.9% | 0.14% | -9.0% |
| Q3 2022 | $221,000 | -11.6% | 11,845 | +0.1% | 0.16% | -7.1% |
| Q2 2022 | $250,000 | -15.8% | 11,838 | -0.7% | 0.17% | 0.0% |
| Q1 2022 | $297,000 | -0.3% | 11,923 | +111.1% | 0.17% | +3.7% |
| Q4 2021 | $298,000 | +31.3% | 5,647 | -12.0% | 0.16% | +35.0% |
| Q3 2020 | $227,000 | +0.9% | 6,420 | +0.7% | 0.12% | -5.5% |
| Q2 2020 | $225,000 | +8.2% | 6,378 | +0.3% | 0.13% | -9.9% |
| Q1 2020 | $208,000 | -29.0% | 6,361 | -0.2% | 0.14% | -2.1% |
| Q4 2019 | $293,000 | – | 6,372 | – | 0.14% | – |
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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% |