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 | $23,147 | -54.0% | 1,304 | -49.4% | 0.00% | – |
| Q2 2023 | $50,368 | -16.8% | 2,579 | -16.9% | 0.00% | -100.0% |
| Q1 2023 | $60,548 | -3.5% | 3,105 | -4.6% | 0.00% | 0.0% |
| Q4 2022 | $62,769 | +318.5% | 3,254 | +311.4% | 0.00% | – |
| Q3 2022 | $15,000 | -11.8% | 791 | 0.0% | 0.00% | – |
| Q2 2022 | $17,000 | -15.0% | 791 | 0.0% | 0.00% | – |
| Q1 2022 | $20,000 | -4.8% | 791 | +99.7% | 0.00% | – |
| Q4 2021 | $21,000 | +16.7% | 396 | +0.3% | 0.00% | – |
| Q3 2021 | $18,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q2 2021 | $18,000 | +12.5% | 395 | 0.0% | 0.00% | – |
| Q1 2021 | $16,000 | +6.7% | 395 | 0.0% | 0.00% | – |
| Q4 2020 | $15,000 | +7.1% | 395 | 0.0% | 0.00% | – |
| Q3 2020 | $14,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q2 2020 | $14,000 | -60.0% | 395 | -47.3% | 0.00% | -100.0% |
| Q3 2019 | $35,000 | +12.9% | 749 | -0.1% | 0.00% | 0.0% |
| Q3 2017 | $31,000 | -41.5% | 750 | -39.8% | 0.00% | 0.0% |
| Q3 2016 | $53,000 | -1.9% | 1,245 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $54,000 | – | 1,245 | – | 0.00% | – |
Download | ||||||
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% |