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 | ||||
---|---|---|---|---|---|---|
Q4 2019 | $4,660,000 | -1.2% | 101,395 | +1.4% | 0.16% | -4.3% |
Q3 2019 | $4,717,000 | +6.1% | 100,000 | 0.0% | 0.16% | +17.3% |
Q2 2019 | $4,444,000 | +0.0% | 100,000 | 0.0% | 0.14% | -2.1% |
Q1 2019 | $4,443,000 | – | 100,000 | +3333233.3% | 0.14% | – |
Q4 2017 | $0 | -100.0% | 3 | -95.7% | 0.00% | – |
Q4 2015 | $3,000 | -99.3% | 69 | -99.5% | 0.00% | -100.0% |
Q2 2013 | $433,000 | – | 13,498 | – | 0.02% | – |
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% |