SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $243,000 | +14.6% | 5,463 | -0.7% | 0.06% | -15.2% |
| Q4 2018 | $212,000 | -16.2% | 5,500 | -9.3% | 0.07% | 0.0% |
| Q3 2018 | $253,000 | -0.4% | 6,062 | -0.2% | 0.07% | -5.7% |
| Q2 2018 | $254,000 | +9.5% | 6,072 | -0.0% | 0.07% | -1.4% |
| Q1 2018 | $232,000 | -62.5% | 6,074 | -43.6% | 0.07% | -23.7% |
| Q4 2017 | $619,000 | +145.6% | 10,772 | +76.0% | 0.09% | +17.7% |
| Q3 2017 | $252,000 | +4.6% | 6,121 | +4.8% | 0.08% | -3.7% |
| Q2 2017 | $241,000 | +15.3% | 5,843 | +14.1% | 0.08% | +1.2% |
| Q1 2017 | $209,000 | +0.5% | 5,122 | +1.0% | 0.08% | +12.5% |
| Q4 2016 | $208,000 | -9.2% | 5,072 | -5.7% | 0.07% | -30.8% |
| Q3 2016 | $229,000 | -3.4% | 5,380 | -1.4% | 0.10% | -14.0% |
| Q2 2016 | $237,000 | +1.3% | 5,455 | -3.4% | 0.12% | -15.4% |
| Q1 2016 | $234,000 | +6.8% | 5,645 | +2.0% | 0.14% | -2.7% |
| Q4 2015 | $219,000 | -0.5% | 5,537 | -6.3% | 0.15% | -6.4% |
| Q3 2015 | $220,000 | -48.8% | 5,912 | -50.0% | 0.16% | -45.3% |
| Q2 2015 | $430,000 | -10.4% | 11,835 | +0.0% | 0.29% | -8.3% |
| Q1 2015 | $480,000 | +1.9% | 11,834 | -2.2% | 0.31% | +2.3% |
| Q4 2014 | $471,000 | +28.3% | 12,101 | +16.5% | 0.31% | +30.2% |
| Q2 2014 | $367,000 | +7.6% | 10,387 | +0.8% | 0.24% | -34.4% |
| Q1 2014 | $341,000 | +10.7% | 10,306 | +1.1% | 0.36% | +62.7% |
| Q4 2013 | $308,000 | – | 10,197 | – | 0.22% | – |
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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% |