SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,092,000 | -1.1% | 89,077 | +1.6% | 0.03% | -10.3% |
| Q3 2019 | $4,137,000 | +13.1% | 87,664 | +6.5% | 0.03% | +11.5% |
| Q2 2019 | $3,658,000 | -3.4% | 82,339 | -3.4% | 0.03% | -10.3% |
| Q1 2019 | $3,785,000 | +21.9% | 85,193 | +5.7% | 0.03% | +3.6% |
| Q4 2018 | $3,104,000 | +1.6% | 80,563 | +10.0% | 0.03% | +7.7% |
| Q3 2018 | $3,055,000 | +6.0% | 73,223 | -2.8% | 0.03% | -3.7% |
| Q2 2018 | $2,882,000 | 0.0% | 75,338 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $2,882,000 | -20.8% | 75,338 | -13.8% | 0.03% | -22.9% |
| Q4 2017 | $3,639,000 | +1.8% | 87,413 | +0.5% | 0.04% | -10.3% |
| Q3 2017 | $3,576,000 | +48.7% | 86,940 | +47.7% | 0.04% | +39.3% |
| Q2 2017 | $2,405,000 | +24.9% | 58,877 | +24.7% | 0.03% | +16.7% |
| Q1 2017 | $1,926,000 | +38.4% | 47,213 | +39.3% | 0.02% | +26.3% |
| Q4 2016 | $1,392,000 | +6.3% | 33,900 | +10.4% | 0.02% | -5.0% |
| Q3 2016 | $1,309,000 | -3.7% | 30,693 | -1.9% | 0.02% | -9.1% |
| Q2 2016 | $1,359,000 | +15.6% | 31,295 | +10.1% | 0.02% | +4.8% |
| Q1 2016 | $1,176,000 | -19.2% | 28,432 | -22.6% | 0.02% | -22.2% |
| Q4 2015 | $1,455,000 | +10.6% | 36,724 | +3.8% | 0.03% | 0.0% |
| Q3 2015 | $1,316,000 | +2.8% | 35,370 | +0.4% | 0.03% | +12.5% |
| Q2 2015 | $1,280,000 | +77.0% | 35,230 | +97.8% | 0.02% | +71.4% |
| Q1 2015 | $723,000 | +70.1% | 17,813 | +63.2% | 0.01% | +55.6% |
| Q4 2014 | $425,000 | +22.1% | 10,913 | +6.7% | 0.01% | 0.0% |
| Q3 2014 | $348,000 | +48.7% | 10,232 | +54.6% | 0.01% | +50.0% |
| Q2 2014 | $234,000 | +24.5% | 6,618 | +16.7% | 0.01% | +20.0% |
| Q1 2014 | $188,000 | +24.5% | 5,670 | +13.4% | 0.01% | 0.0% |
| Q4 2013 | $151,000 | +33.6% | 5,001 | +36.6% | 0.01% | +25.0% |
| Q3 2013 | $113,000 | +71.2% | 3,660 | +76.9% | 0.00% | +100.0% |
| Q2 2013 | $66,000 | – | 2,069 | – | 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% |