SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 274 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 1.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,500 | -9.1% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $39,040 | +0.1% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $39,000 | +1.1% | 2,000 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $38,560 | +4.2% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $37,000 | -11.9% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $42,000 | -16.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $50,000 | -5.7% | 2,000 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $53,000 | +15.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $46,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $46,000 | +12.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $41,000 | +7.9% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $38,000 | +375.0% | 1,000 | +395.0% | 0.00% | +100.0% |
| Q1 2018 | $8,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,000 | -11.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $9,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $9,000 | – | 202 | – | 0.00% | – |
Download | ||||||
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% |