SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 232 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $204,000 | -47.4% | 3,875 | -54.1% | 0.01% | -64.3% |
Q4 2019 | $388,000 | -4.9% | 8,449 | -2.3% | 0.03% | -12.5% |
Q3 2019 | $408,000 | -1.2% | 8,649 | -7.0% | 0.03% | 0.0% |
Q2 2019 | $413,000 | 0.0% | 9,299 | 0.0% | 0.03% | -3.0% |
Q1 2019 | $413,000 | +13.5% | 9,299 | -1.6% | 0.03% | -2.9% |
Q4 2018 | $364,000 | -17.3% | 9,449 | -10.4% | 0.03% | -2.9% |
Q3 2018 | $440,000 | -2.7% | 10,540 | -2.5% | 0.04% | -10.3% |
Q2 2018 | $452,000 | +11.1% | 10,815 | +1.6% | 0.04% | +5.4% |
Q1 2018 | $407,000 | -24.6% | 10,640 | -18.1% | 0.04% | -22.9% |
Q4 2017 | $540,000 | -7.5% | 12,985 | -8.6% | 0.05% | -17.2% |
Q3 2017 | $584,000 | -0.5% | 14,200 | -0.4% | 0.06% | -3.3% |
Q2 2017 | $587,000 | -0.7% | 14,250 | -1.7% | 0.06% | -3.2% |
Q1 2017 | $591,000 | -7.2% | 14,500 | -6.6% | 0.06% | -11.4% |
Q4 2016 | $637,000 | -6.3% | 15,525 | -2.7% | 0.07% | -9.1% |
Q3 2016 | $680,000 | -10.2% | 15,950 | -8.5% | 0.08% | -12.5% |
Q2 2016 | $757,000 | +2.6% | 17,425 | -2.2% | 0.09% | +2.3% |
Q1 2016 | $738,000 | -5.4% | 17,825 | -9.4% | 0.09% | -8.5% |
Q4 2015 | $780,000 | +2.8% | 19,675 | -3.6% | 0.09% | -1.1% |
Q3 2015 | $759,000 | +1.1% | 20,400 | -1.3% | 0.10% | +11.8% |
Q2 2015 | $751,000 | -28.5% | 20,675 | -20.2% | 0.08% | -28.6% |
Q1 2015 | $1,051,000 | -39.0% | 25,920 | -41.4% | 0.12% | -39.6% |
Q4 2014 | $1,722,000 | -2.4% | 44,215 | -14.6% | 0.20% | -6.2% |
Q3 2014 | $1,764,000 | -42.4% | 51,788 | -40.2% | 0.21% | -41.2% |
Q2 2014 | $3,065,000 | +0.8% | 86,669 | -5.6% | 0.36% | -1.9% |
Q1 2014 | $3,040,000 | +5.4% | 91,823 | -3.7% | 0.36% | +4.3% |
Q4 2013 | $2,885,000 | -0.2% | 95,371 | +1.9% | 0.35% | -7.7% |
Q3 2013 | $2,892,000 | +4.8% | 93,596 | +8.8% | 0.38% | -1.8% |
Q2 2013 | $2,760,000 | – | 86,026 | – | 0.38% | – |
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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% |