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 | $347,279 | +1.0% | 19,565 | +11.1% | 0.04% | +6.1% |
| Q2 2023 | $343,923 | -2.9% | 17,610 | -3.0% | 0.03% | -5.7% |
| Q1 2023 | $354,120 | +31.3% | 18,160 | +29.9% | 0.04% | +29.6% |
| Q4 2022 | $269,731 | +20.4% | 13,983 | +16.6% | 0.03% | +12.5% |
| Q3 2022 | $224,000 | +2.3% | 11,988 | +15.3% | 0.02% | +9.1% |
| Q2 2022 | $219,000 | -2.2% | 10,393 | +15.7% | 0.02% | +10.0% |
| Q1 2022 | $224,000 | -5.5% | 8,983 | +100.0% | 0.02% | 0.0% |
| Q4 2021 | $237,000 | +14.5% | 4,491 | -1.1% | 0.02% | 0.0% |
| Q3 2021 | $207,000 | -0.5% | 4,541 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $208,000 | +3.5% | 4,541 | -7.2% | 0.02% | 0.0% |
| Q1 2021 | $201,000 | – | 4,891 | – | 0.02% | – |
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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% |