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 | $2,577,000 | -1.6% | 56,074 | +1.0% | 0.02% | -10.5% |
| Q3 2019 | $2,619,000 | -25.2% | 55,528 | -29.5% | 0.02% | -29.6% |
| Q2 2019 | $3,503,000 | -11.4% | 78,816 | -11.4% | 0.03% | -18.2% |
| Q1 2019 | $3,954,000 | +38.6% | 89,005 | +20.1% | 0.03% | +22.2% |
| Q4 2018 | $2,853,000 | +205.1% | 74,081 | +230.6% | 0.03% | +237.5% |
| Q3 2018 | $935,000 | – | 22,406 | – | 0.01% | – |
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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% |