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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $161,918 | -70.9% | 9,122 | -50.7% | 0.01% | -41.7% |
Q2 2023 | $556,455 | +46.5% | 18,516 | +97.8% | 0.01% | -29.4% |
Q1 2023 | $379,822 | +64938.0% | 9,362 | -34.6% | 0.02% | +6.2% |
Q4 2022 | $584 | -99.9% | 14,318 | -29.7% | 0.02% | -27.3% |
Q3 2022 | $831,000 | +39.9% | 20,374 | +39.8% | 0.02% | +15.8% |
Q2 2022 | $594,000 | -45.0% | 14,569 | -44.9% | 0.02% | +46.2% |
Q1 2022 | $1,080,000 | +80.9% | 26,419 | +134.3% | 0.01% | +8.3% |
Q4 2021 | $597,000 | +189.8% | 11,278 | +150.6% | 0.01% | +200.0% |
Q3 2021 | $206,000 | -5.5% | 4,501 | -6.3% | 0.00% | -20.0% |
Q2 2021 | $218,000 | +38.0% | 4,804 | +24.6% | 0.01% | +66.7% |
Q1 2021 | $158,000 | -17.3% | 3,857 | -23.6% | 0.00% | -62.5% |
Q4 2020 | $191,000 | +12.4% | 5,046 | +5.9% | 0.01% | -20.0% |
Q3 2020 | $170,000 | +3.0% | 4,764 | +0.5% | 0.01% | -23.1% |
Q2 2020 | $165,000 | -1.8% | 4,742 | -8.6% | 0.01% | -23.5% |
Q1 2020 | $168,000 | -13.8% | 5,190 | +19.7% | 0.02% | +13.3% |
Q4 2019 | $195,000 | -7.6% | 4,337 | -4.7% | 0.02% | +7.1% |
Q3 2019 | $211,000 | -52.9% | 4,551 | -61.0% | 0.01% | -48.1% |
Q4 2018 | $448,000 | -73.1% | 11,665 | -70.7% | 0.03% | -60.3% |
Q3 2018 | $1,664,000 | +8.0% | 39,864 | +8.1% | 0.07% | +4.6% |
Q2 2018 | $1,541,000 | -7.6% | 36,879 | -8.0% | 0.06% | -14.5% |
Q1 2018 | $1,668,000 | 0.0% | 40,082 | 0.0% | 0.08% | 0.0% |
Q4 2017 | $1,668,000 | +8.4% | 40,082 | +7.1% | 0.08% | +24.6% |
Q3 2017 | $1,539,000 | +17.6% | 37,411 | +17.8% | 0.06% | +10.9% |
Q2 2017 | $1,309,000 | +25.1% | 31,763 | +23.8% | 0.06% | +19.6% |
Q1 2017 | $1,046,000 | +125.4% | 25,653 | +127.0% | 0.05% | +109.1% |
Q4 2016 | $464,000 | -1.9% | 11,303 | +1.9% | 0.02% | -12.0% |
Q3 2016 | $473,000 | +41.6% | 11,097 | +44.2% | 0.02% | +31.6% |
Q2 2016 | $334,000 | +98.8% | 7,693 | +81.5% | 0.02% | +72.7% |
Q4 2015 | $168,000 | – | 4,239 | – | 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% |