SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 363 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is 1.26 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,000 | -61.5% | 86 | -68.7% | 0.00% | -100.0% |
| Q3 2021 | $13,000 | +225.0% | 275 | +227.4% | 0.00% | – |
| Q2 2021 | $4,000 | -95.2% | 84 | -95.9% | 0.00% | -100.0% |
| Q1 2021 | $84,000 | +140.0% | 2,040 | +175.3% | 0.01% | +75.0% |
| Q3 2019 | $35,000 | -10.3% | 741 | -15.1% | 0.00% | -20.0% |
| Q2 2019 | $39,000 | +1850.0% | 873 | +1681.6% | 0.01% | – |
| Q1 2019 | $2,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | 0.0% | 49 | +22.5% | 0.00% | – |
| Q3 2018 | $2,000 | +100.0% | 40 | +207.7% | 0.00% | – |
| Q2 2018 | $1,000 | – | 13 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 13 | 0.0% | 0.00% | – |
| Q4 2017 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q3 2017 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q2 2017 | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – |
| Q1 2017 | $1,000 | – | 13 | – | 0.00% | – |
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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% |