SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 181 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $718,000 | -8.1% | 18,775 | 0.0% | 0.04% | -2.6% |
| Q4 2017 | $781,000 | +1.2% | 18,775 | 0.0% | 0.04% | +2.6% |
| Q3 2017 | $772,000 | +0.9% | 18,775 | +1.2% | 0.04% | +11.8% |
| Q2 2017 | $765,000 | +1.1% | 18,558 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $757,000 | -0.7% | 18,558 | 0.0% | 0.03% | +6.2% |
| Q4 2016 | $762,000 | -3.7% | 18,558 | 0.0% | 0.03% | -8.6% |
| Q3 2016 | $791,000 | -1.9% | 18,558 | 0.0% | 0.04% | -2.8% |
| Q2 2016 | $806,000 | +4.9% | 18,558 | 0.0% | 0.04% | +5.9% |
| Q1 2016 | $768,000 | +4.3% | 18,558 | 0.0% | 0.03% | +3.0% |
| Q4 2015 | $736,000 | -1.1% | 18,558 | -7.2% | 0.03% | +3.1% |
| Q3 2015 | $744,000 | +2.5% | 20,000 | 0.0% | 0.03% | +18.5% |
| Q2 2015 | $726,000 | -10.5% | 20,000 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $811,000 | – | 20,000 | – | 0.03% | – |
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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% |