SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 268 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $13,000 | -13.3% | 339 | -4.0% | 0.01% | 0.0% |
| Q3 2018 | $15,000 | 0.0% | 353 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $15,000 | +15.4% | 353 | +5.4% | 0.01% | +20.0% |
| Q1 2018 | $13,000 | -13.3% | 335 | -5.9% | 0.01% | -16.7% |
| Q4 2017 | $15,000 | +1400.0% | 356 | +1447.8% | 0.01% | – |
| Q3 2017 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | -91.7% | 23 | -92.4% | 0.00% | -100.0% |
| Q1 2017 | $12,000 | 0.0% | 302 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $12,000 | -99.9% | 302 | +1.3% | 0.01% | -16.7% |
| Q3 2016 | $12,149,000 | -12.5% | 298 | -6.6% | 0.01% | -14.3% |
| Q2 2016 | $13,890,000 | +23.2% | 319 | +17.3% | 0.01% | +40.0% |
| Q1 2016 | $11,271,000 | +5.0% | 272 | +0.7% | 0.01% | 0.0% |
| Q4 2015 | $10,737,000 | – | 270 | – | 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% |