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 | $18 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $43,396 | -34.8% | 2,222 | -34.9% | 0.01% | -38.9% |
| Q1 2023 | $66,554 | -46.1% | 3,413 | -46.7% | 0.02% | -51.4% |
| Q4 2022 | $123,439 | -43.6% | 6,399 | -45.3% | 0.04% | -50.0% |
| Q3 2022 | $219,000 | -55.5% | 11,697 | -40.8% | 0.07% | -50.7% |
| Q1 2022 | $492,000 | +7.7% | 19,773 | +128.2% | 0.15% | +9.5% |
| Q4 2021 | $457,000 | – | 8,666 | – | 0.14% | – |
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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% |