SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,304 | -9.4% | 14,327 | -0.4% | 0.08% | -5.8% |
| Q2 2023 | $280,802 | -1.8% | 14,378 | -2.0% | 0.09% | -5.5% |
| Q1 2023 | $286,000 | +6.3% | 14,668 | +5.1% | 0.09% | -3.2% |
| Q4 2022 | $269,000 | +3.5% | 13,960 | 0.0% | 0.09% | -5.1% |
| Q3 2022 | $260,000 | -12.2% | 13,960 | -0.7% | 0.10% | -8.3% |
| Q2 2022 | $296,000 | -15.9% | 14,057 | -0.5% | 0.11% | -3.6% |
| Q1 2022 | $352,000 | -1.1% | 14,124 | +108.6% | 0.11% | +2.8% |
| Q4 2021 | $356,000 | +14.8% | 6,770 | -0.2% | 0.11% | +10.1% |
| Q3 2021 | $310,000 | -2.2% | 6,783 | -1.9% | 0.10% | -3.9% |
| Q2 2021 | $317,000 | +33.2% | 6,915 | +19.5% | 0.10% | +22.6% |
| Q1 2021 | $238,000 | -45.7% | 5,788 | -39.2% | 0.08% | -54.3% |
| Q4 2019 | $438,000 | +22.0% | 9,527 | +25.1% | 0.18% | +15.0% |
| Q3 2019 | $359,000 | – | 7,616 | – | 0.16% | – |
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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% |