SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $568 | -13.4% | 29,100 | -14.4% | 0.00% | 0.0% |
| Q4 2022 | $656 | -100.0% | 34,000 | -81.7% | 0.00% | -80.0% |
| Q3 2022 | $3,476,000 | +264.7% | 186,000 | +311.5% | 0.01% | +400.0% |
| Q2 2022 | $953,000 | +40.1% | 45,200 | +250.4% | 0.00% | 0.0% |
| Q4 2021 | $680,000 | +84.8% | 12,900 | +33.0% | 0.00% | – |
| Q4 2020 | $368,000 | +54.0% | 9,700 | +32.9% | 0.00% | – |
| Q1 2020 | $239,000 | +10.6% | 7,300 | +55.3% | 0.00% | – |
| Q4 2019 | $216,000 | -80.0% | 4,700 | -83.3% | 0.00% | -100.0% |
| Q4 2018 | $1,082,000 | +178.9% | 28,100 | +202.2% | 0.00% | – |
| Q3 2018 | $388,000 | -38.9% | 9,300 | -44.0% | 0.00% | – |
| Q2 2018 | $635,000 | 0.0% | 16,600 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $635,000 | +93.0% | 16,600 | +110.1% | 0.00% | – |
| Q4 2017 | $329,000 | – | 7,900 | – | 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% |