SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 51 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $2,340,000 | +4.9% | 53,875 | 0.0% | 0.40% | +16.8% |
| Q1 2016 | $2,230,000 | +4.4% | 53,875 | 0.0% | 0.34% | +48.5% |
| Q4 2015 | $2,136,000 | +6.6% | 53,875 | 0.0% | 0.23% | +7.5% |
| Q3 2015 | $2,004,000 | +2.4% | 53,875 | 0.0% | 0.21% | +17.0% |
| Q2 2015 | $1,957,000 | -10.4% | 53,875 | 0.0% | 0.18% | -8.5% |
| Q1 2015 | $2,185,000 | +4.1% | 53,875 | 0.0% | 0.20% | +4.7% |
| Q4 2014 | $2,098,000 | +14.3% | 53,875 | 0.0% | 0.19% | +11.8% |
| Q3 2014 | $1,835,000 | -3.7% | 53,875 | 0.0% | 0.17% | -15.4% |
| Q2 2014 | $1,906,000 | +6.8% | 53,875 | 0.0% | 0.20% | -4.7% |
| Q1 2014 | $1,784,000 | +9.4% | 53,875 | 0.0% | 0.21% | +11.1% |
| Q4 2013 | $1,630,000 | -2.1% | 53,875 | 0.0% | 0.19% | -10.8% |
| Q3 2013 | $1,665,000 | -3.6% | 53,875 | 0.0% | 0.21% | -2.7% |
| Q2 2013 | $1,728,000 | – | 53,875 | – | 0.22% | – |
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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% |