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 | $352 | -9.0% | 19,850 | 0.0% | 0.03% | -10.8% |
| Q2 2023 | $387 | 0.0% | 19,850 | 0.0% | 0.04% | -9.8% |
| Q1 2023 | $387 | +1.3% | 19,850 | 0.0% | 0.04% | +24.2% |
| Q4 2022 | $382 | -99.9% | 19,850 | 0.0% | 0.03% | -46.8% |
| Q3 2022 | $371,000 | -36.9% | 19,850 | -28.8% | 0.06% | -19.5% |
| Q2 2022 | $588,000 | -9.1% | 27,875 | +7.3% | 0.08% | +6.9% |
| Q1 2022 | $647,000 | +23.7% | 25,975 | +161.7% | 0.07% | +10.8% |
| Q4 2021 | $523,000 | +15.2% | 9,925 | 0.0% | 0.06% | +6.6% |
| Q3 2021 | $454,000 | 0.0% | 9,925 | 0.0% | 0.06% | -9.0% |
| Q2 2021 | $454,000 | – | 9,925 | – | 0.07% | – |
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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% |