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 2017 | $2,625,000 | +4.5% | 63,825 | +4.7% | 0.02% | 0.0% |
| Q2 2017 | $2,511,000 | -3.1% | 60,942 | -4.0% | 0.02% | -5.9% |
| Q1 2017 | $2,590,000 | +19.4% | 63,508 | +20.1% | 0.02% | +6.2% |
| Q4 2016 | $2,170,000 | +6.8% | 52,867 | +11.0% | 0.02% | 0.0% |
| Q3 2016 | $2,031,000 | +1.2% | 47,627 | +3.1% | 0.02% | -5.9% |
| Q2 2016 | $2,007,000 | +1.4% | 46,206 | -3.3% | 0.02% | -5.6% |
| Q1 2016 | $1,979,000 | +140.8% | 47,792 | +130.3% | 0.02% | +125.0% |
| Q4 2015 | $822,000 | +20.0% | 20,749 | +12.7% | 0.01% | +14.3% |
| Q3 2015 | $685,000 | +27.8% | 18,415 | +24.7% | 0.01% | +40.0% |
| Q2 2015 | $536,000 | +49.7% | 14,763 | +67.2% | 0.01% | +25.0% |
| Q1 2015 | $358,000 | – | 8,827 | – | 0.00% | – |
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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% |