SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 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% | – |
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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% |