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 | $435,506 | +82.3% | 24,536 | +100.5% | 0.01% | -7.1% |
| Q2 2023 | $238,958 | +163.5% | 12,235 | +163.1% | 0.01% | +100.0% |
| Q1 2023 | $90,679 | +1.2% | 4,650 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $89,623 | +69.1% | 4,646 | +64.3% | 0.01% | +40.0% |
| Q3 2022 | $53,000 | +278.6% | 2,827 | +312.1% | 0.01% | +400.0% |
| Q2 2022 | $14,000 | +180.0% | 686 | +270.8% | 0.00% | – |
| Q1 2022 | $5,000 | +150.0% | 185 | +516.7% | 0.00% | – |
| Q4 2021 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -66.7% | 30 | -67.7% | 0.00% | – |
| Q1 2020 | $3,000 | – | 93 | – | 0.00% | – |
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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% |