SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 134 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $41,000 | -28.1% | 1,249 | 0.0% | 0.02% | -18.2% |
| Q4 2019 | $57,000 | -3.4% | 1,249 | 0.0% | 0.02% | -8.3% |
| Q3 2019 | $59,000 | +5.4% | 1,249 | 0.0% | 0.02% | -4.0% |
| Q2 2019 | $56,000 | +1.8% | 1,249 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $55,000 | +400.0% | 1,249 | +354.2% | 0.02% | +108.3% |
| Q3 2016 | $11,000 | +120.0% | 275 | +129.2% | 0.01% | +100.0% |
| Q2 2016 | $5,000 | 0.0% | 120 | 0.0% | 0.01% | +20.0% |
| Q1 2016 | $5,000 | -44.4% | 120 | -51.8% | 0.01% | -28.6% |
| Q4 2015 | $9,000 | 0.0% | 249 | +0.8% | 0.01% | -36.4% |
| Q3 2015 | $9,000 | +12.5% | 247 | +19.9% | 0.01% | +37.5% |
| Q1 2015 | $8,000 | +700.0% | 206 | +20500.0% | 0.01% | +700.0% |
| Q4 2014 | $1,000 | – | 1 | – | 0.00% | – |
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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% |