PIERSHALE FINANCIAL GROUP, INC. - SCHWAB STRATEGIC TR ownership

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
PIERSHALE FINANCIAL GROUP, INC. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$5,156
+0.2%
2640.0%0.00%
-25.0%
Q1 2023$5,148
+1.1%
2640.0%0.00%0.0%
Q4 2022$5,093
-100.0%
264
-100.0%
0.00%
-100.0%
Q4 2021$29,063,000
+77.6%
551,593
+53.9%
11.08%
+64.3%
Q3 2021$16,367,000
+1.1%
358,307
+1.7%
6.74%
-21.9%
Q4 2019$16,188,000
-20.3%
352,217
-18.2%
8.64%
-24.8%
Q3 2019$20,317,000
+23.7%
430,716
+16.5%
11.49%
+22.7%
Q2 2019$16,425,000
+131.7%
369,599
+131.6%
9.37%
+120.9%
Q1 2019$7,090,000
-71.2%
159,573
-73.3%
4.24%
-69.5%
Q3 2017$24,585,000
+127.8%
597,749
+136.2%
13.92%
+69.6%
Q3 2016$10,794,000
+143.3%
253,073
+147.8%
8.21%
+149.6%
Q2 2016$4,437,000
-64.7%
102,140
-67.8%
3.29%
-56.9%
Q4 2015$12,568,000
+5.3%
317,052
+7.7%
7.64%
-19.3%
Q1 2015$11,937,000
+101.6%
294,383
+69.3%
9.46%
+99.4%
Q3 2014$5,922,000
-11.3%
173,861
-7.9%
4.74%
-13.1%
Q2 2014$6,674,000
+24.8%
188,694
+16.9%
5.46%
-12.6%
Q1 2014$5,346,000
+267200.0%
161,451
+252167.2%
6.24%
+207966.7%
Q4 2013$2,000640.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Matrix Trust Co 2,011,870$50,075,00012.38%
Gunma Bank,Ltd. 126,000$3,136,0007.42%
Strategic Financial Planning, Inc. 314,632$7,831,0006.51%
Tradewinds Capital Management, LLC 1,557,898$38,776,0006.29%
RATIONAL ADVISORS LLC 3,556,777$88,528,0005.24%
Moisand Fitzgerald Tamayo, LLC 441,129$10,980,0005.00%
WEALTH MANAGEMENT RESOURCES, INC. 261,709$6,514,0004.50%
Cypress Point Wealth Management, LLC 168,758$4,200,0004.27%
Upper Left Wealth Management, LLC 154,040$3,914,0004.06%
Northwest Quadrant Wealth Management, LLC 576,045$14,551,0003.99%
View complete list of SCHWAB STRATEGIC TR shareholders