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 | $326,720 | -10.6% | 18,407 | -1.6% | 0.34% | -5.8% |
| Q2 2023 | $365,294 | +0.2% | 18,704 | +0.0% | 0.36% | -2.4% |
| Q1 2023 | $364,674 | -2.2% | 18,701 | -3.2% | 0.37% | -5.1% |
| Q4 2022 | $372,784 | +3.3% | 19,325 | +0.0% | 0.39% | -3.2% |
| Q3 2022 | $361,000 | -12.0% | 19,320 | -0.7% | 0.40% | -7.6% |
| Q2 2022 | $410,000 | -15.8% | 19,450 | -0.7% | 0.44% | -1.8% |
| Q1 2022 | $487,000 | -6.0% | 19,590 | +99.5% | 0.44% | -3.9% |
| Q4 2021 | $518,000 | – | 9,820 | – | 0.46% | – |
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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% |