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 2022 | $812,000 | +165.4% | 43,436 | +199.7% | 0.00% | +100.0% |
| Q2 2022 | $306,000 | -15.2% | 14,492 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $361,000 | -3.5% | 14,492 | +104.1% | 0.00% | – |
| Q4 2021 | $374,000 | +15.4% | 7,100 | 0.0% | 0.00% | – |
| Q3 2021 | $324,000 | -0.3% | 7,100 | 0.0% | 0.00% | – |
| Q2 2021 | $325,000 | +15.2% | 7,100 | +15.9% | 0.00% | -100.0% |
| Q4 2019 | $282,000 | -2.4% | 6,126 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $289,000 | +20.9% | 6,126 | +14.1% | 0.00% | 0.0% |
| Q2 2019 | $239,000 | 0.0% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $239,000 | +15.5% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $207,000 | -7.6% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $224,000 | 0.0% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $224,000 | +9.3% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $205,000 | -8.9% | 5,368 | -1.0% | 0.00% | 0.0% |
| Q4 2017 | $225,000 | +0.9% | 5,421 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $223,000 | +0.9% | 5,421 | +1.0% | 0.00% | 0.0% |
| Q2 2017 | $221,000 | +0.9% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $219,000 | -0.5% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $220,000 | -3.9% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $229,000 | -5.4% | 5,368 | -3.7% | 0.00% | 0.0% |
| Q2 2016 | $242,000 | +9.0% | 5,577 | +3.9% | 0.00% | 0.0% |
| Q1 2016 | $222,000 | +0.5% | 5,368 | -3.6% | 0.00% | 0.0% |
| Q4 2015 | $221,000 | – | 5,568 | – | 0.00% | – |
Download | ||||||
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% |