SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,595,000 | +15.2% | 45,279 | +7.0% | 0.75% | +18.8% |
| Q1 2020 | $1,385,000 | -36.7% | 42,300 | -11.1% | 0.63% | +4.0% |
| Q4 2019 | $2,187,000 | +5.2% | 47,579 | +8.0% | 0.60% | +57.6% |
| Q3 2019 | $2,079,000 | +10.5% | 44,065 | +4.1% | 0.38% | +15.0% |
| Q2 2019 | $1,882,000 | +1.5% | 42,348 | +1.4% | 0.33% | +3.7% |
| Q1 2019 | $1,855,000 | +13.7% | 41,759 | -1.4% | 0.32% | -3.3% |
| Q4 2018 | $1,631,000 | -9.5% | 42,350 | -2.0% | 0.33% | -15.1% |
| Q3 2018 | $1,803,000 | +3.8% | 43,212 | +4.0% | 0.39% | -0.5% |
| Q2 2018 | $1,737,000 | – | 41,569 | – | 0.39% | – |
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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% |