SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 133 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $33,000 | -5.7% | 1,314 | +100.0% | 0.00% | +50.0% |
| Q4 2021 | $35,000 | +775.0% | 657 | +443.0% | 0.00% | – |
| Q3 2020 | $4,000 | +33.3% | 121 | +86.2% | 0.00% | – |
| Q4 2019 | $3,000 | -91.7% | 65 | -91.9% | 0.00% | -100.0% |
| Q2 2019 | $36,000 | +500.0% | 801 | +493.3% | 0.01% | +400.0% |
| Q1 2019 | $6,000 | +20.0% | 135 | +22.7% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | -58.3% | 110 | -60.7% | 0.00% | -50.0% |
| Q2 2018 | $12,000 | 0.0% | 280 | -9.7% | 0.00% | 0.0% |
| Q1 2018 | $12,000 | -20.0% | 310 | -13.9% | 0.00% | 0.0% |
| Q4 2017 | $15,000 | -99.9% | 360 | -99.9% | 0.00% | -99.9% |
| Q3 2017 | $12,708,000 | -3.1% | 308,969 | -2.9% | 1.89% | -11.3% |
| Q2 2017 | $13,117,000 | -11.5% | 318,304 | -12.5% | 2.14% | -17.2% |
| Q1 2017 | $14,827,000 | +0.7% | 363,574 | +1.3% | 2.58% | -0.5% |
| Q4 2016 | $14,730,000 | -3.2% | 358,911 | +0.6% | 2.59% | -4.0% |
| Q3 2016 | $15,218,000 | -1.7% | 356,811 | +0.1% | 2.70% | -8.9% |
| Q2 2016 | $15,488,000 | +1.8% | 356,531 | -3.0% | 2.96% | -2.5% |
| Q1 2016 | $15,213,000 | +3.0% | 367,456 | -1.4% | 3.04% | +1.5% |
| Q4 2015 | $14,777,000 | +6.1% | 372,779 | -0.4% | 3.00% | +7.5% |
| Q3 2015 | $13,924,000 | +2.9% | 374,404 | +0.5% | 2.78% | +13.6% |
| Q2 2015 | $13,535,000 | -10.4% | 372,649 | +0.1% | 2.45% | -13.8% |
| Q1 2015 | $15,098,000 | +7.7% | 372,334 | +3.5% | 2.84% | +2.7% |
| Q4 2014 | $14,018,000 | +12.9% | 359,892 | -1.3% | 2.77% | +3.0% |
| Q3 2014 | $12,421,000 | -1.5% | 364,675 | +2.3% | 2.69% | -3.9% |
| Q2 2014 | $12,612,000 | +9.9% | 356,565 | +2.9% | 2.80% | +3.2% |
| Q1 2014 | $11,474,000 | +24.7% | 346,540 | +14.0% | 2.71% | +20.6% |
| Q4 2013 | $9,198,000 | +68.2% | 304,080 | +71.8% | 2.25% | +45.2% |
| Q3 2013 | $5,469,000 | +54.2% | 176,990 | +60.1% | 1.55% | +46.6% |
| Q2 2013 | $3,546,000 | – | 110,540 | – | 1.06% | – |
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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% |