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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,000 | -90.0% | 45 | -91.9% | 0.00% | -87.5% |
| Q3 2020 | $20,000 | 0.0% | 554 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $20,000 | +11.1% | 554 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $18,000 | -28.0% | 554 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $25,000 | -3.8% | 554 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $26,000 | +4.0% | 554 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $25,000 | 0.0% | 554 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $25,000 | -86.0% | 554 | -88.0% | 0.01% | -88.6% |
| Q4 2018 | $178,000 | -7.8% | 4,621 | 0.0% | 0.08% | +5.3% |
| Q3 2018 | $193,000 | 0.0% | 4,621 | 0.0% | 0.08% | -8.5% |
| Q2 2018 | $193,000 | +9.0% | 4,621 | 0.0% | 0.08% | -15.5% |
| Q1 2018 | $177,000 | -18.4% | 4,621 | -11.3% | 0.10% | -13.4% |
| Q4 2017 | $217,000 | +14.2% | 5,208 | +12.7% | 0.11% | +6.7% |
| Q3 2017 | $190,000 | 0.0% | 4,621 | 0.0% | 0.10% | -4.5% |
| Q2 2017 | $190,000 | +1.1% | 4,621 | 0.0% | 0.11% | -3.5% |
| Q1 2017 | $188,000 | -1.1% | 4,621 | 0.0% | 0.11% | +1.8% |
| Q4 2016 | $190,000 | -3.6% | 4,621 | 0.0% | 0.11% | -11.1% |
| Q3 2016 | $197,000 | -2.0% | 4,621 | 0.0% | 0.13% | -0.8% |
| Q2 2016 | $201,000 | +2.0% | 4,621 | -2.9% | 0.13% | -30.2% |
| Q1 2016 | $197,000 | – | 4,761 | – | 0.18% | – |
Download | ||||||
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% |