SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 274 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 1.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $211,000 | -0.9% | 4,581 | +1.4% | 0.04% | -6.8% |
| Q3 2019 | $213,000 | +6.5% | 4,517 | +0.6% | 0.04% | +10.0% |
| Q2 2019 | $200,000 | 0.0% | 4,492 | 0.0% | 0.04% | -2.4% |
| Q1 2019 | $200,000 | -13.8% | 4,492 | -19.3% | 0.04% | -12.8% |
| Q3 2018 | $232,000 | 0.0% | 5,566 | +0.4% | 0.05% | +2.2% |
| Q2 2018 | $232,000 | +9.4% | 5,542 | 0.0% | 0.05% | +4.5% |
| Q1 2018 | $212,000 | -7.8% | 5,542 | +0.4% | 0.04% | -6.4% |
| Q4 2017 | $230,000 | +1.3% | 5,519 | -0.0% | 0.05% | -4.1% |
| Q3 2017 | $227,000 | -42.7% | 5,521 | -42.5% | 0.05% | -46.2% |
| Q2 2017 | $396,000 | +33.3% | 9,602 | +31.9% | 0.09% | +24.7% |
| Q1 2017 | $297,000 | -18.9% | 7,282 | -18.4% | 0.07% | -28.4% |
| Q4 2016 | $366,000 | -1.9% | 8,923 | +2.0% | 0.10% | -3.8% |
| Q3 2016 | $373,000 | -30.8% | 8,751 | -29.4% | 0.11% | -35.0% |
| Q2 2016 | $539,000 | +6.9% | 12,397 | +1.8% | 0.16% | -5.2% |
| Q1 2016 | $504,000 | +4.6% | 12,175 | +0.2% | 0.17% | -2.3% |
| Q4 2015 | $482,000 | +7.1% | 12,151 | +0.3% | 0.18% | +4.1% |
| Q3 2015 | $450,000 | +2.5% | 12,112 | +0.2% | 0.17% | +10.5% |
| Q2 2015 | $439,000 | -12.2% | 12,085 | -2.0% | 0.15% | -14.5% |
| Q1 2015 | $500,000 | +16.3% | 12,335 | +11.7% | 0.18% | +12.6% |
| Q4 2014 | $430,000 | +35.6% | 11,039 | +18.5% | 0.16% | +23.3% |
| Q3 2014 | $317,000 | -18.5% | 9,318 | -15.3% | 0.13% | -14.6% |
| Q2 2014 | $389,000 | – | 10,995 | – | 0.15% | – |
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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% |