SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,638,000 | +225.7% | 64,128 | +226.2% | 1.29% | +205.0% |
| Q2 2017 | $810,000 | -4.5% | 19,660 | -5.5% | 0.42% | -3.9% |
| Q1 2017 | $848,000 | -8.4% | 20,800 | -7.8% | 0.44% | -21.7% |
| Q4 2016 | $926,000 | -25.8% | 22,555 | -22.9% | 0.56% | -34.8% |
| Q3 2016 | $1,248,000 | -0.2% | 29,270 | +1.6% | 0.86% | -4.5% |
| Q2 2016 | $1,251,000 | +16.9% | 28,800 | +11.5% | 0.90% | +19.1% |
| Q1 2016 | $1,070,000 | +220.4% | 25,840 | +133.7% | 0.76% | +165.7% |
| Q4 2013 | $334,000 | – | 11,055 | – | 0.29% | – |
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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% |