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 | $375,760 | -12.0% | 22,000 | 0.0% | 0.17% | -8.5% |
| Q2 2023 | $426,800 | +13.6% | 22,000 | +15.1% | 0.19% | -7.4% |
| Q4 2022 | $375,762 | +8.3% | 19,113 | 0.0% | 0.20% | +21.4% |
| Q3 2022 | $347,000 | -59.9% | 19,113 | -50.4% | 0.17% | -16.0% |
| Q2 2022 | $866,000 | +77.8% | 38,524 | +100.0% | 0.20% | -2.9% |
| Q1 2022 | $487,000 | +7.3% | 19,262 | +103.6% | 0.21% | +7.9% |
| Q4 2021 | $454,000 | -6.0% | 9,463 | -6.5% | 0.19% | -22.0% |
| Q3 2021 | $483,000 | -2.2% | 10,117 | -6.2% | 0.24% | +3.8% |
| Q2 2021 | $494,000 | -70.6% | 10,786 | -73.6% | 0.24% | -72.2% |
| Q1 2021 | $1,681,000 | +56.5% | 40,912 | +44.7% | 0.85% | +34.7% |
| Q4 2020 | $1,074,000 | +11.9% | 28,282 | +4.2% | 0.63% | -3.5% |
| Q3 2020 | $960,000 | +65.8% | 27,151 | +65.3% | 0.65% | +50.7% |
| Q2 2020 | $579,000 | – | 16,429 | – | 0.43% | – |
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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% |