SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 268 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $46,000 | +91.7% | 1,014 | +97.3% | 0.01% | +100.0% |
| Q2 2021 | $24,000 | +9.1% | 514 | -3.0% | 0.00% | +50.0% |
| Q1 2021 | $22,000 | +4.8% | 530 | -4.7% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | -19.2% | 556 | -24.1% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | +36.8% | 733 | +36.8% | 0.00% | 0.0% |
| Q2 2020 | $19,000 | +11.8% | 536 | +0.6% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -29.2% | 533 | +0.6% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | 0.0% | 530 | +2.3% | 0.00% | -33.3% |
| Q3 2019 | $24,000 | +33.3% | 518 | +26.0% | 0.00% | +50.0% |
| Q2 2019 | $18,000 | +80.0% | 411 | +79.5% | 0.00% | +100.0% |
| Q1 2019 | $10,000 | +900.0% | 229 | +1331.2% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | -99.8% | 16 | 0.0% | 0.00% | – |
| Q1 2018 | $612,000 | -8.1% | 16 | 0.0% | 0.00% | – |
| Q4 2017 | $666,000 | -94.8% | 16 | -94.9% | 0.00% | -100.0% |
| Q3 2017 | $12,833,000 | +1847.3% | 312 | +1850.0% | 0.00% | – |
| Q2 2017 | $659,000 | +1.1% | 16 | 0.0% | 0.00% | – |
| Q1 2017 | $652,000 | -0.8% | 16 | 0.0% | 0.00% | – |
| Q4 2016 | $657,000 | -3.7% | 16 | 0.0% | 0.00% | – |
| Q3 2016 | $682,000 | -90.1% | 16 | -89.9% | 0.00% | -100.0% |
| Q2 2016 | $6,907,000 | +959.4% | 159 | +893.8% | 0.00% | – |
| Q1 2016 | $652,000 | +65100.0% | 16 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q3 2015 | $1,000 | – | 16 | – | 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% |