SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,887 | +1.1% | 866 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $16,705 | -62.9% | 866 | -63.9% | 0.00% | -71.4% |
| Q3 2022 | $45,000 | +95.7% | 2,402 | +118.0% | 0.01% | +75.0% |
| Q2 2022 | $23,000 | -17.9% | 1,102 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $28,000 | -3.4% | 1,102 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $29,000 | +16.0% | 551 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | -26.5% | 551 | -26.6% | 0.00% | -33.3% |
| Q2 2021 | $34,000 | +9.7% | 751 | 0.0% | 0.01% | -53.8% |
| Q1 2021 | $31,000 | +29.2% | 751 | +18.6% | 0.01% | +18.2% |
| Q4 2020 | $24,000 | +9.1% | 633 | 0.0% | 0.01% | +22.2% |
| Q3 2020 | $22,000 | 0.0% | 633 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $22,000 | -18.5% | 633 | -24.6% | 0.01% | -30.8% |
| Q1 2020 | $27,000 | -30.8% | 839 | 0.0% | 0.01% | -13.3% |
| Q4 2019 | $39,000 | -35.0% | 839 | -34.5% | 0.02% | -44.4% |
| Q3 2019 | $60,000 | 0.0% | 1,280 | -4.9% | 0.03% | 0.0% |
| Q2 2019 | $60,000 | -45.0% | 1,346 | -44.9% | 0.03% | -43.8% |
| Q1 2019 | $109,000 | +81.7% | 2,445 | +56.1% | 0.05% | +65.5% |
| Q4 2018 | $60,000 | -15.5% | 1,566 | -8.2% | 0.03% | -3.3% |
| Q3 2018 | $71,000 | 0.0% | 1,705 | 0.0% | 0.03% | -6.2% |
| Q2 2018 | $71,000 | +6.0% | 1,705 | -2.4% | 0.03% | +3.2% |
| Q1 2018 | $67,000 | -56.8% | 1,747 | -53.1% | 0.03% | -54.4% |
| Q4 2017 | $155,000 | +1450.0% | 3,725 | +1321.8% | 0.07% | +1033.3% |
| Q4 2015 | $10,000 | – | 262 | – | 0.01% | – |
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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% |