SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,174 | -5.9% | 36,399 | +3.4% | 0.09% | -2.1% |
| Q2 2023 | $687,749 | +1.3% | 35,215 | +1.2% | 0.10% | -10.4% |
| Q1 2023 | $678,639 | +23.4% | 34,802 | +22.1% | 0.11% | +20.5% |
| Q4 2022 | $550,035 | +3.4% | 28,514 | +0.2% | 0.09% | -9.3% |
| Q3 2022 | $532,000 | -5.2% | 28,443 | +6.9% | 0.10% | 0.0% |
| Q2 2022 | $561,000 | -10.5% | 26,612 | +5.7% | 0.10% | +12.8% |
| Q1 2022 | $627,000 | +0.6% | 25,171 | +112.8% | 0.09% | +1.2% |
| Q4 2021 | $623,000 | +19.3% | 11,828 | +3.5% | 0.08% | +9.0% |
| Q3 2021 | $522,000 | +0.8% | 11,425 | +1.0% | 0.08% | -1.3% |
| Q2 2021 | $518,000 | +23.3% | 11,315 | +10.8% | 0.08% | +9.7% |
| Q1 2021 | $420,000 | +14.1% | 10,212 | +5.3% | 0.07% | -1.4% |
| Q4 2020 | $368,000 | +46.0% | 9,702 | +36.2% | 0.07% | +12.3% |
| Q3 2020 | $252,000 | +4.6% | 7,123 | +4.2% | 0.06% | -5.8% |
| Q2 2020 | $241,000 | – | 6,836 | – | 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% |