SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,036,000 | +65.0% | 31,632 | +131.4% | 0.64% | +274.1% |
| Q4 2019 | $628,000 | -34.5% | 13,670 | -36.7% | 0.17% | -43.9% |
| Q1 2019 | $959,000 | -49.5% | 21,587 | -52.6% | 0.30% | -64.4% |
| Q3 2018 | $1,900,000 | -11.3% | 45,546 | -11.1% | 0.85% | -11.0% |
| Q2 2018 | $2,141,000 | +62.0% | 51,248 | +61.3% | 0.96% | +70.4% |
| Q4 2017 | $1,322,000 | +262.2% | 31,772 | +271.6% | 0.56% | +228.1% |
| Q3 2016 | $365,000 | +12.7% | 8,551 | +14.6% | 0.17% | -9.0% |
| Q2 2016 | $324,000 | +58.8% | 7,461 | +51.4% | 0.19% | +86.1% |
| Q1 2016 | $204,000 | +106.1% | 4,927 | +95.6% | 0.10% | +87.0% |
| Q4 2015 | $99,000 | -99.8% | 2,519 | +57.4% | 0.05% | +58.8% |
| Q1 2015 | $64,880,000 | -58.3% | 1,600 | -59.9% | 0.03% | -53.4% |
| Q4 2014 | $155,449,000 | +165.2% | 3,991 | +131.9% | 0.07% | +92.1% |
| Q3 2014 | $58,617,000 | +118.9% | 1,721 | +127.3% | 0.04% | +171.4% |
| Q2 2014 | $26,775,000 | – | 757 | – | 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% |