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 2023 | $269,201 | -3.4% | 15,166 | +6.3% | 0.12% | -2.5% |
| Q2 2023 | $278,640 | +0.4% | 14,267 | +0.2% | 0.12% | -5.5% |
| Q1 2023 | $277,667 | -7.7% | 14,239 | -8.7% | 0.13% | -12.3% |
| Q4 2022 | $300,900 | -15.7% | 15,599 | -18.4% | 0.15% | -22.3% |
| Q3 2022 | $357,000 | -21.7% | 19,118 | -11.6% | 0.19% | -15.7% |
| Q2 2022 | $456,000 | -43.1% | 21,620 | -31.5% | 0.22% | -45.6% |
| Q1 2022 | $802,000 | +9.0% | 31,551 | +125.9% | 0.41% | +145.5% |
| Q4 2021 | $736,000 | -14.2% | 13,968 | -25.7% | 0.17% | -16.1% |
| Q3 2021 | $858,000 | +0.2% | 18,792 | +2.5% | 0.20% | -2.5% |
| Q2 2021 | $856,000 | +1.5% | 18,325 | -10.7% | 0.20% | -10.5% |
| Q1 2021 | $843,000 | +8.5% | 20,524 | -0.8% | 0.23% | +0.4% |
| Q4 2020 | $777,000 | – | 20,684 | – | 0.23% | – |
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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% |