SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $222,000 | +10.4% | 4,704 | +3.6% | 0.00% | 0.0% |
| Q2 2019 | $201,000 | -91.4% | 4,541 | -91.7% | 0.00% | -94.1% |
| Q4 2016 | $2,330,000 | 0.0% | 54,637 | 0.0% | 0.03% | -2.9% |
| Q3 2016 | $2,330,000 | -2.3% | 54,637 | -0.5% | 0.04% | -5.4% |
| Q2 2016 | $2,385,000 | -42.1% | 54,922 | +440.6% | 0.04% | +311.1% |
| Q1 2015 | $4,119,000 | -91.1% | 10,159 | -91.4% | 0.01% | -91.3% |
| Q4 2014 | $46,248,000 | +24.9% | 118,739 | +9.2% | 0.10% | +19.5% |
| Q3 2014 | $37,024,000 | -32.6% | 108,704 | -30.0% | 0.09% | -33.6% |
| Q2 2014 | $54,928,000 | +32.5% | 155,298 | +24.0% | 0.13% | +22.4% |
| Q1 2014 | $41,461,000 | – | 125,223 | – | 0.11% | – |
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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% |