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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $205,000 | -7.2% | 10,994 | +4.8% | 0.02% | 0.0% |
| Q2 2022 | $221,000 | -15.3% | 10,490 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $261,000 | -3.3% | 10,490 | +104.4% | 0.02% | -4.3% |
| Q4 2021 | $270,000 | +23.9% | 5,132 | +7.4% | 0.02% | -8.0% |
| Q3 2021 | $218,000 | 0.0% | 4,777 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $218,000 | -33.9% | 4,777 | -40.6% | 0.03% | -50.9% |
| Q1 2021 | $330,000 | -42.7% | 8,042 | -46.8% | 0.05% | -55.8% |
| Q4 2020 | $576,000 | -42.1% | 15,129 | -46.2% | 0.12% | -50.8% |
| Q3 2020 | $994,000 | -72.1% | 28,103 | -72.2% | 0.24% | -76.2% |
| Q2 2020 | $3,557,000 | – | 101,000 | – | 1.03% | – |
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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% |