SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,098,945 | -20.7% | 118,250 | -12.8% | 0.19% | -13.5% |
| Q2 2023 | $2,646,926 | +14.0% | 135,531 | +13.9% | 0.22% | +9.3% |
| Q1 2023 | $2,321,346 | -16.2% | 119,043 | -9.6% | 0.20% | -15.0% |
| Q4 2022 | $2,770,824 | +27.6% | 131,756 | +13.4% | 0.24% | +7.1% |
| Q3 2022 | $2,171,000 | -19.3% | 116,204 | -9.0% | 0.22% | -14.8% |
| Q2 2022 | $2,691,000 | +11.0% | 127,629 | +31.0% | 0.26% | +25.2% |
| Q1 2022 | $2,425,000 | -6.6% | 97,453 | +97.7% | 0.21% | -4.5% |
| Q4 2021 | $2,597,000 | +15.9% | 49,291 | +0.5% | 0.22% | +8.9% |
| Q3 2021 | $2,240,000 | -2.8% | 49,045 | -2.6% | 0.20% | -5.6% |
| Q2 2021 | $2,305,000 | +12.3% | 50,357 | +0.8% | 0.21% | +5.4% |
| Q1 2021 | $2,052,000 | +269.7% | 49,955 | +241.2% | 0.20% | +141.7% |
| Q4 2020 | $555,000 | -66.3% | 14,641 | -68.6% | 0.08% | -57.4% |
| Q3 2020 | $1,647,000 | -99.9% | 46,579 | -9.9% | 0.20% | -14.3% |
| Q2 2020 | $1,820,527,000 | +111726.0% | 51,690 | +3.9% | 0.23% | -6.9% |
| Q1 2020 | $1,628,000 | -46.0% | 49,752 | -24.2% | 0.25% | -36.7% |
| Q4 2019 | $3,015,000 | -3.2% | 65,615 | -0.8% | 0.39% | -9.5% |
| Q3 2019 | $3,116,000 | +8.4% | 66,147 | +2.3% | 0.43% | +7.2% |
| Q2 2019 | $2,874,000 | +3.8% | 64,686 | +3.7% | 0.40% | -1.2% |
| Q1 2019 | $2,770,000 | – | 62,358 | – | 0.41% | – |
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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% |