SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 363 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 1.26 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,272,000 | -48.1% | 51,141 | -55.0% | 0.31% | -53.6% |
| Q4 2018 | $4,376,000 | -8.3% | 113,639 | -0.6% | 0.66% | +45.9% |
| Q3 2018 | $4,771,000 | -12.4% | 114,342 | -12.3% | 0.46% | -41.6% |
| Q2 2018 | $5,445,000 | +20.0% | 130,317 | +9.9% | 0.78% | +22.7% |
| Q1 2018 | $4,536,000 | -7.9% | 118,598 | +0.2% | 0.64% | -19.7% |
| Q4 2017 | $4,926,000 | -0.7% | 118,349 | -1.9% | 0.79% | +10.6% |
| Q3 2017 | $4,961,000 | -25.2% | 120,623 | -25.0% | 0.72% | -29.6% |
| Q2 2017 | $6,632,000 | +9.4% | 160,930 | +8.3% | 1.02% | +9.4% |
| Q1 2017 | $6,062,000 | +21.5% | 148,646 | +22.3% | 0.93% | +13.9% |
| Q4 2016 | $4,988,000 | -6.3% | 121,544 | -2.6% | 0.82% | +0.9% |
| Q3 2016 | $5,322,000 | -17.8% | 124,781 | -16.3% | 0.81% | -22.1% |
| Q2 2016 | $6,477,000 | +48.2% | 149,102 | +41.3% | 1.04% | +183.3% |
| Q1 2016 | $4,369,000 | +1.6% | 105,539 | -2.7% | 0.37% | -47.0% |
| Q4 2015 | $4,302,000 | +6.9% | 108,523 | +0.3% | 0.69% | +8.8% |
| Q3 2015 | $4,025,000 | +33.5% | 108,240 | +30.4% | 0.64% | +36.9% |
| Q2 2015 | $3,015,000 | -9.8% | 83,002 | +0.6% | 0.46% | -13.6% |
| Q1 2015 | $3,344,000 | +7.1% | 82,466 | +2.9% | 0.54% | -8.7% |
| Q4 2014 | $3,123,000 | – | 80,168 | – | 0.59% | – |
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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% |