SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 268 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,505 | -8.6% | 1,831 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $35,569 | -46.6% | 1,821 | -46.7% | 0.00% | -50.0% |
| Q1 2023 | $66,660 | +100900.0% | 3,418 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $66 | -99.9% | 3,410 | -33.0% | 0.00% | -33.3% |
| Q3 2022 | $95,000 | -18.8% | 5,087 | -8.0% | 0.00% | 0.0% |
| Q2 2022 | $117,000 | -7.1% | 5,530 | +9.1% | 0.00% | 0.0% |
| Q1 2022 | $126,000 | -6.0% | 5,070 | +100.1% | 0.00% | 0.0% |
| Q4 2021 | $134,000 | +15.5% | 2,534 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $116,000 | +46.8% | 2,534 | +46.6% | 0.00% | +50.0% |
| Q2 2021 | $79,000 | +11.3% | 1,729 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $71,000 | +7.6% | 1,729 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $66,000 | +8.2% | 1,729 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $61,000 | 0.0% | 1,729 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $61,000 | -80.6% | 1,729 | -82.0% | 0.00% | -80.0% |
| Q1 2020 | $314,000 | -30.1% | 9,589 | -1.9% | 0.02% | -11.8% |
| Q4 2019 | $449,000 | -2.6% | 9,777 | 0.0% | 0.02% | -15.0% |
| Q3 2019 | $461,000 | -2.1% | 9,777 | -7.8% | 0.02% | -4.8% |
| Q2 2019 | $471,000 | -8.5% | 10,599 | -8.5% | 0.02% | -8.7% |
| Q1 2019 | $515,000 | +15.5% | 11,584 | 0.0% | 0.02% | +9.5% |
| Q4 2018 | $446,000 | -10.8% | 11,584 | -3.4% | 0.02% | +10.5% |
| Q3 2018 | $500,000 | +2.7% | 11,990 | +3.0% | 0.02% | -9.5% |
| Q2 2018 | $487,000 | +5.4% | 11,646 | -3.6% | 0.02% | 0.0% |
| Q1 2018 | $462,000 | -8.2% | 12,075 | 0.0% | 0.02% | -22.2% |
| Q4 2017 | $503,000 | +1.2% | 12,075 | 0.0% | 0.03% | -6.9% |
| Q3 2017 | $497,000 | -0.2% | 12,075 | 0.0% | 0.03% | -9.4% |
| Q2 2017 | $498,000 | +8.7% | 12,075 | +7.5% | 0.03% | +3.2% |
| Q1 2017 | $458,000 | -0.7% | 11,232 | +0.0% | 0.03% | -8.8% |
| Q4 2016 | $461,000 | – | 11,230 | – | 0.03% | – |
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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% |