SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,047 | -20.0% | 17,918 | -12.0% | 0.04% | -14.0% |
| Q2 2023 | $397,758 | -28.7% | 20,367 | -31.7% | 0.04% | -35.8% |
| Q3 2022 | $558,000 | -10.1% | 29,832 | +1.4% | 0.07% | +8.1% |
| Q2 2022 | $621,000 | -99.9% | 29,424 | +1.2% | 0.06% | +5.1% |
| Q1 2022 | $723,380,000 | -6.1% | 29,063 | +98.9% | 0.06% | -4.8% |
| Q4 2021 | $769,973,000 | +5.1% | 14,613 | -8.9% | 0.06% | -3.1% |
| Q3 2021 | $732,665,000 | +171484.3% | 16,039 | +71.9% | 0.06% | +18.5% |
| Q2 2021 | $427,000 | -33.2% | 9,328 | -44.6% | 0.05% | -33.3% |
| Q4 2020 | $639,000 | -7.8% | 16,838 | -9.3% | 0.08% | -12.9% |
| Q3 2020 | $693,000 | +4.8% | 18,555 | -1.2% | 0.09% | -13.1% |
| Q2 2020 | $661,000 | +0.6% | 18,779 | -6.4% | 0.11% | -22.5% |
| Q1 2020 | $657,000 | -33.8% | 20,059 | -7.8% | 0.14% | -19.3% |
| Q4 2019 | $993,000 | +27.6% | 21,761 | +31.9% | 0.17% | -68.3% |
| Q3 2019 | $778,000 | +16.3% | 16,503 | +9.6% | 0.54% | +98.5% |
| Q2 2019 | $669,000 | +0.8% | 15,052 | +0.8% | 0.27% | +52.8% |
| Q1 2019 | $664,000 | +17.5% | 14,935 | +1.8% | 0.18% | +28.1% |
| Q4 2018 | $565,000 | -30.9% | 14,664 | -25.2% | 0.14% | +19.8% |
| Q3 2018 | $818,000 | +101.0% | 19,601 | +101.1% | 0.12% | -6.5% |
| Q2 2018 | $407,000 | -4.9% | 9,748 | -12.9% | 0.12% | -6.8% |
| Q1 2018 | $428,000 | -41.9% | 11,193 | -36.8% | 0.13% | -27.7% |
| Q4 2017 | $737,000 | -2.6% | 17,717 | -3.7% | 0.18% | -25.8% |
| Q3 2017 | $757,000 | +5.3% | 18,401 | +5.4% | 0.25% | -5.3% |
| Q2 2017 | $719,000 | +3.5% | 17,451 | +2.5% | 0.26% | -3.7% |
| Q1 2017 | $695,000 | +1.0% | 17,032 | +1.6% | 0.27% | -20.2% |
| Q4 2016 | $688,000 | +5.0% | 16,757 | +9.0% | 0.34% | +4.6% |
| Q3 2016 | $655,000 | -26.9% | 15,369 | -25.5% | 0.33% | -33.3% |
| Q2 2016 | $896,000 | +70.3% | 20,627 | +62.4% | 0.49% | +43.8% |
| Q1 2016 | $526,000 | +5.0% | 12,701 | +0.4% | 0.34% | -2.9% |
| Q4 2015 | $501,000 | +12.8% | 12,650 | +3.6% | 0.35% | +23.7% |
| Q3 2015 | $444,000 | -99.9% | 12,214 | -49.2% | 0.28% | +2.5% |
| Q2 2015 | $437,122,000 | +97038.2% | 24,046 | +116.8% | 0.28% | -5.5% |
| Q1 2015 | $450,000 | -45.0% | 11,089 | -47.2% | 0.29% | -37.1% |
| Q4 2014 | $818,000 | – | 20,994 | – | 0.46% | – |
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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% |