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 2018 | $626,000 | -40.1% | 15,000 | -40.0% | 0.03% | -42.9% |
| Q2 2018 | $1,045,000 | +9.3% | 25,000 | 0.0% | 0.05% | +19.5% |
| Q1 2018 | $956,000 | -8.2% | 25,000 | 0.0% | 0.04% | -8.9% |
| Q4 2017 | $1,041,000 | +1.3% | 25,000 | 0.0% | 0.04% | +4.7% |
| Q3 2017 | $1,028,000 | +66.3% | 25,000 | +66.7% | 0.04% | +65.4% |
| Q2 2017 | $618,000 | +31.8% | 15,000 | +30.4% | 0.03% | +30.0% |
| Q1 2017 | $469,000 | +27.1% | 11,500 | +27.8% | 0.02% | +25.0% |
| Q4 2016 | $369,000 | -3.9% | 9,000 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $384,000 | -11.5% | 9,000 | -10.0% | 0.02% | -15.8% |
| Q2 2016 | $434,000 | -4.6% | 10,000 | -9.1% | 0.02% | 0.0% |
| Q1 2016 | $455,000 | -20.9% | 11,000 | -24.1% | 0.02% | -9.5% |
| Q4 2015 | $575,000 | -3.4% | 14,500 | -9.4% | 0.02% | -4.5% |
| Q3 2015 | $595,000 | +2.4% | 16,000 | 0.0% | 0.02% | +22.2% |
| Q2 2015 | $581,000 | +19.3% | 16,000 | +33.3% | 0.02% | +20.0% |
| Q1 2015 | $487,000 | +149.7% | 12,000 | +140.0% | 0.02% | +114.3% |
| Q4 2014 | $195,000 | – | 5,000 | – | 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% |