SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 157 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is 1.15 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,146,000 | +49.4% | 87,903 | +22.0% | 4.46% | +28.9% |
| Q4 2018 | $2,775,000 | -16.7% | 72,068 | -11.2% | 3.46% | -11.9% |
| Q4 2016 | $3,330,000 | -4.5% | 81,130 | -0.8% | 3.93% | -1.4% |
| Q3 2016 | $3,487,000 | -5.4% | 81,758 | -3.6% | 3.99% | -5.7% |
| Q2 2016 | $3,685,000 | +2.8% | 84,828 | -2.1% | 4.23% | -0.1% |
| Q1 2016 | $3,586,000 | -55.6% | 86,627 | -57.4% | 4.24% | -54.0% |
| Q4 2015 | $8,068,000 | +0.5% | 203,536 | -5.7% | 9.21% | +2.1% |
| Q3 2015 | $8,029,000 | +1.2% | 215,901 | -1.1% | 9.03% | +13.8% |
| Q2 2015 | $7,930,000 | -8.7% | 218,348 | +2.0% | 7.93% | -8.3% |
| Q1 2015 | $8,682,000 | +3.1% | 214,117 | -0.9% | 8.65% | +2.3% |
| Q4 2014 | $8,419,000 | – | 216,156 | – | 8.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fund Evaluation Group, LLC | 1,473,545 | $61,491,000 | 10.15% |
| Premise Capital, LLC | 313,250 | $13,072,000 | 8.51% |
| AVALON CAPITAL MANAGEMENT | 218,171 | $9,104,000 | 8.32% |
| Invst, LLC | 342,736 | $14,169,000 | 7.22% |
| Financial Engines Advisors L.L.C. | 8,695,689 | $362,826,000 | 6.92% |
| HAYS ADVISORY LLC | 240,931 | $10,054,000 | 6.40% |
| MONEYWISE, INC. | 176,344 | $7,359,000 | 6.23% |
| Brand Asset Management Group, Inc. | 188,699 | $7,874,000 | 5.78% |
| Whitnell & Co. | 351,114 | $14,652,000 | 5.78% |
| Moisand Fitzgerald Tamayo, LLC | 222,750 | $9,295,000 | 5.17% |