SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $591,000 | -41.8% | 18,039 | -18.4% | 0.24% | -26.7% |
| Q4 2019 | $1,016,000 | -2.6% | 22,111 | 0.0% | 0.33% | -4.6% |
| Q3 2019 | $1,043,000 | +6.1% | 22,111 | 0.0% | 0.35% | +5.1% |
| Q2 2019 | $983,000 | +0.6% | 22,111 | +0.5% | 0.33% | +1.2% |
| Q1 2019 | $977,000 | +1.8% | 21,998 | -11.7% | 0.33% | -11.1% |
| Q4 2018 | $960,000 | -29.2% | 24,923 | -23.3% | 0.37% | -13.4% |
| Q3 2018 | $1,356,000 | -18.9% | 32,505 | -18.8% | 0.43% | -23.9% |
| Q2 2018 | $1,673,000 | +9.2% | 40,041 | -0.0% | 0.56% | +0.5% |
| Q1 2018 | $1,532,000 | -8.0% | 40,043 | +0.1% | 0.56% | -9.6% |
| Q4 2017 | $1,665,000 | -2.4% | 40,016 | -3.5% | 0.62% | -6.0% |
| Q3 2017 | $1,706,000 | -0.1% | 41,488 | +0.1% | 0.66% | -8.0% |
| Q2 2017 | $1,708,000 | -2.0% | 41,446 | -3.1% | 0.71% | +0.3% |
| Q1 2017 | $1,743,000 | -0.2% | 42,752 | +0.5% | 0.71% | -5.6% |
| Q4 2016 | $1,746,000 | -7.2% | 42,540 | -3.6% | 0.75% | -9.0% |
| Q3 2016 | $1,882,000 | -9.4% | 44,129 | -7.7% | 0.83% | -8.5% |
| Q2 2016 | $2,078,000 | +3.6% | 47,833 | -1.3% | 0.90% | +1.5% |
| Q1 2016 | $2,006,000 | -0.7% | 48,453 | -4.9% | 0.89% | +8.3% |
| Q4 2015 | $2,020,000 | +6.7% | 50,960 | +0.1% | 0.82% | -2.8% |
| Q3 2015 | $1,894,000 | +8.0% | 50,926 | +5.4% | 0.85% | +18.5% |
| Q2 2015 | $1,754,000 | -9.9% | 48,304 | +0.7% | 0.71% | -8.0% |
| Q1 2015 | $1,946,000 | +53.3% | 47,980 | +47.2% | 0.78% | +51.3% |
| Q4 2014 | $1,269,000 | +16.5% | 32,593 | +1.9% | 0.51% | +11.0% |
| Q3 2014 | $1,089,000 | -6.9% | 31,985 | -3.3% | 0.46% | -2.7% |
| Q2 2014 | $1,170,000 | +7.0% | 33,067 | +0.2% | 0.48% | +3.5% |
| Q1 2014 | $1,093,000 | +15.2% | 33,015 | +5.2% | 0.46% | +15.6% |
| Q4 2013 | $949,000 | – | 31,372 | – | 0.40% | – |
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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% |