SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,368,205 | -13.9% | 414,885 | -9.7% | 0.03% | -15.2% |
| Q2 2023 | $8,556,991 | +89212.1% | 459,675 | -6.5% | 0.03% | -19.5% |
| Q1 2023 | $9,581 | +0.9% | 491,383 | -0.2% | 0.04% | -14.6% |
| Q4 2022 | $9,495 | -99.9% | 492,289 | -8.6% | 0.05% | -7.7% |
| Q3 2022 | $10,062,000 | +59088.2% | 538,406 | +64148.9% | 0.05% | – |
| Q2 2022 | $17,000 | -66.0% | 838 | -58.3% | 0.00% | – |
| Q1 2022 | $50,000 | +150.0% | 2,010 | +422.1% | 0.00% | – |
| Q4 2021 | $20,000 | -4.8% | 385 | -18.3% | 0.00% | – |
| Q3 2021 | $21,000 | +23.5% | 471 | +21.4% | 0.00% | – |
| Q2 2021 | $17,000 | +70.0% | 388 | +44.8% | 0.00% | – |
| Q1 2021 | $10,000 | 0.0% | 268 | +1.1% | 0.00% | – |
| Q4 2020 | $10,000 | 0.0% | 265 | -12.0% | 0.00% | – |
| Q3 2020 | $10,000 | -63.0% | 301 | -60.2% | 0.00% | – |
| Q2 2020 | $27,000 | -12.9% | 756 | -20.8% | 0.00% | – |
| Q1 2020 | $31,000 | -18.4% | 954 | +17.1% | 0.00% | – |
| Q4 2019 | $38,000 | +137.5% | 815 | +151.5% | 0.00% | – |
| Q3 2019 | $16,000 | +6.7% | 324 | 0.0% | 0.00% | – |
| Q2 2019 | $15,000 | – | 324 | – | 0.00% | – |
Download | ||||||
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% |