SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,000 | 0.0% | 26 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -98.4% | 26 | -98.1% | 0.00% | -100.0% |
| Q3 2019 | $63,000 | -80.4% | 1,345 | -81.4% | 0.01% | -80.0% |
| Q2 2019 | $322,000 | 0.0% | 7,239 | 0.0% | 0.06% | +6.6% |
| Q1 2019 | $322,000 | +15.4% | 7,239 | 0.0% | 0.06% | -1.6% |
| Q4 2018 | $279,000 | -34.5% | 7,239 | -29.0% | 0.06% | -28.7% |
| Q3 2018 | $426,000 | -16.8% | 10,199 | -16.7% | 0.09% | -20.9% |
| Q2 2018 | $512,000 | -35.4% | 12,248 | -40.9% | 0.11% | -37.9% |
| Q1 2018 | $792,000 | +55.0% | 20,709 | +68.6% | 0.18% | +51.3% |
| Q4 2017 | $511,000 | +56.7% | 12,281 | +54.8% | 0.12% | +51.9% |
| Q3 2017 | $326,000 | +10.5% | 7,935 | +10.9% | 0.08% | +4.1% |
| Q2 2017 | $295,000 | -10.6% | 7,157 | -11.3% | 0.07% | +60.9% |
| Q1 2017 | $330,000 | +205.6% | 8,072 | +207.3% | 0.05% | +64.3% |
| Q4 2016 | $108,000 | +25.6% | 2,627 | +30.6% | 0.03% | +12.0% |
| Q3 2016 | $86,000 | -1.1% | 2,011 | 0.0% | 0.02% | -3.8% |
| Q2 2016 | $87,000 | +4.8% | 2,011 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $83,000 | +3.8% | 2,011 | 0.0% | 0.03% | +4.0% |
| Q4 2015 | $80,000 | +48.1% | 2,011 | +37.4% | 0.02% | +47.1% |
| Q3 2015 | $54,000 | +1.9% | 1,464 | 0.0% | 0.02% | +21.4% |
| Q2 2015 | $53,000 | -10.2% | 1,464 | 0.0% | 0.01% | -6.7% |
| Q1 2015 | $59,000 | +3.5% | 1,464 | 0.0% | 0.02% | – |
| Q4 2014 | $57,000 | +14.0% | 1,464 | 0.0% | 0.00% | -100.0% |
| Q3 2014 | $50,000 | -3.8% | 1,464 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $52,000 | – | 1,464 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 269,875 | $11,275,000 | 11.20% |
| Fund Evaluation Group, LLC | 1,633,682 | $68,255,000 | 10.86% |
| HAYS ADVISORY LLC | 301,443 | $12,594,000 | 6.96% |
| Q3 Asset Management | 143,943 | $6,007,000 | 6.59% |
| MONEYWISE, INC. | 183,016 | $7,646,000 | 6.54% |
| Whitnell & Co. | 350,288 | $14,635,000 | 6.09% |
| Financial Engines Advisors L.L.C. | 6,093,935 | $254,612,000 | 6.05% |
| Brand Asset Management Group, Inc. | 189,301 | $7,909,000 | 6.04% |
| Moisand Fitzgerald Tamayo, LLC | 222,165 | $9,282,000 | 5.40% |
| Northwest Quadrant Wealth Management, LLC | 164,078 | $6,855,000 | 4.58% |