SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 233 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $28,000 | 0.0% | 800 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +7.7% | 800 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $26,000 | -29.7% | 800 | 0.0% | 0.01% | -6.7% |
| Q4 2019 | $37,000 | -2.6% | 800 | 0.0% | 0.02% | -6.2% |
| Q3 2019 | $38,000 | +5.6% | 800 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $36,000 | 0.0% | 800 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $36,000 | +16.1% | 800 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $31,000 | -6.1% | 800 | 0.0% | 0.02% | +15.4% |
| Q3 2018 | $33,000 | 0.0% | 800 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $33,000 | +6.5% | 800 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $31,000 | -6.1% | 800 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $33,000 | 0.0% | 800 | 0.0% | 0.01% | -7.1% |
| Q3 2017 | $33,000 | +43.5% | 800 | +45.5% | 0.01% | +40.0% |
| Q2 2017 | $23,000 | +4.5% | 550 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $22,000 | +83.3% | 550 | +83.3% | 0.01% | +66.7% |
| Q4 2016 | $12,000 | – | 300 | – | 0.01% | – |
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% |