SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,993,000 | -45.1% | 108,654 | -43.7% | 0.04% | -47.8% |
| Q3 2019 | $9,098,000 | +93.4% | 192,885 | +82.2% | 0.07% | +86.1% |
| Q2 2019 | $4,705,000 | +23.2% | 105,849 | +23.1% | 0.04% | +16.1% |
| Q1 2019 | $3,820,000 | +421.9% | 86,005 | +351.8% | 0.03% | +342.9% |
| Q4 2018 | $732,000 | -87.5% | 19,036 | -86.4% | 0.01% | -88.1% |
| Q3 2018 | $5,862,000 | +149.4% | 140,469 | +149.6% | 0.06% | +84.4% |
| Q2 2018 | $2,350,000 | +11.9% | 56,276 | +2.4% | 0.03% | +10.3% |
| Q1 2018 | $2,101,000 | +7.2% | 54,939 | +16.7% | 0.03% | +11.5% |
| Q4 2017 | $1,959,000 | +13.9% | 47,084 | +12.6% | 0.03% | -3.7% |
| Q3 2017 | $1,720,000 | +10.2% | 41,814 | +10.3% | 0.03% | 0.0% |
| Q2 2017 | $1,561,000 | -8.6% | 37,906 | -9.5% | 0.03% | -20.6% |
| Q1 2017 | $1,707,000 | +45.9% | 41,864 | +46.7% | 0.03% | +30.8% |
| Q4 2016 | $1,170,000 | -34.2% | 28,539 | -31.6% | 0.03% | -39.5% |
| Q3 2016 | $1,779,000 | +708.6% | 41,731 | +715.9% | 0.04% | +616.7% |
| Q2 2016 | $220,000 | – | 5,115 | – | 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% |