SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 133 filers reported holding SCHWAB STRATEGIC TR in Q1 2015. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $804,000 | -8.1% | 38,120 | +8.5% | 0.09% | +3.6% |
| Q1 2022 | $875,000 | +2.6% | 35,149 | +117.2% | 0.08% | +7.8% |
| Q4 2021 | $853,000 | +275.8% | 16,186 | +226.3% | 0.08% | +250.0% |
| Q3 2021 | $227,000 | -22.3% | 4,961 | -44.3% | 0.02% | -55.1% |
| Q1 2020 | $292,000 | -55.1% | 8,904 | -37.0% | 0.05% | -38.8% |
| Q4 2019 | $650,000 | +0.6% | 14,144 | +3.3% | 0.08% | -7.0% |
| Q3 2019 | $646,000 | -74.8% | 13,696 | -76.2% | 0.09% | -74.9% |
| Q2 2019 | $2,560,000 | +14.8% | 57,602 | +14.7% | 0.34% | +9.6% |
| Q1 2019 | $2,230,000 | +152.5% | 50,202 | +119.0% | 0.31% | +123.6% |
| Q4 2018 | $883,000 | +7.2% | 22,925 | +16.1% | 0.14% | +29.6% |
| Q3 2018 | $824,000 | -73.8% | 19,746 | -74.2% | 0.11% | -76.4% |
| Q3 2017 | $3,150,000 | +115.9% | 76,603 | +123.8% | 0.46% | +80.6% |
| Q3 2016 | $1,459,000 | -57.9% | 34,225 | -60.8% | 0.25% | -65.2% |
| Q4 2015 | $3,465,000 | +69.1% | 87,413 | +73.0% | 0.73% | +67.5% |
| Q1 2015 | $2,049,000 | -13.1% | 50,529 | -27.0% | 0.43% | -15.2% |
| Q3 2014 | $2,357,000 | -6.7% | 69,191 | -3.1% | 0.51% | -6.6% |
| Q2 2014 | $2,526,000 | +197.2% | 71,420 | +178.2% | 0.55% | +166.0% |
| Q1 2014 | $850,000 | -63.5% | 25,675 | -64.6% | 0.21% | -70.1% |
| Q2 2013 | $2,329,000 | – | 72,591 | – | 0.69% | – |
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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% |