SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 134 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $12,000 | +9.1% | 278 | +3.3% | 0.00% | 0.0% |
| Q1 2017 | $11,000 | 0.0% | 269 | +3.5% | 0.00% | 0.0% |
| Q4 2016 | $11,000 | -99.7% | 260 | -99.7% | 0.00% | -99.7% |
| Q3 2016 | $3,352,000 | +4.8% | 78,582 | +6.7% | 1.00% | -3.9% |
| Q2 2016 | $3,200,000 | +35455.6% | 73,661 | +33382.3% | 1.04% | +25900.0% |
| Q1 2016 | $9,000 | -10.0% | 220 | -12.0% | 0.00% | 0.0% |
| Q4 2015 | $10,000 | +42.9% | 250 | +25.0% | 0.00% | +33.3% |
| Q3 2015 | $7,000 | 0.0% | 200 | -1.0% | 0.00% | +50.0% |
| Q2 2015 | $7,000 | -99.8% | 202 | -99.8% | 0.00% | -99.9% |
| Q1 2015 | $4,618,000 | +4.9% | 113,874 | +0.7% | 1.60% | -1.4% |
| Q4 2014 | $4,404,000 | +96.0% | 113,078 | +71.4% | 1.62% | +89.0% |
| Q3 2014 | $2,247,000 | +56.0% | 65,963 | +62.0% | 0.86% | +56.0% |
| Q2 2014 | $1,440,000 | +22.4% | 40,720 | +14.6% | 0.55% | +23.6% |
| Q1 2014 | $1,176,000 | +9700.0% | 35,523 | +8543.1% | 0.44% | +8800.0% |
| Q4 2013 | $12,000 | – | 411 | +3636.4% | 0.01% | – |
| Q3 2013 | $0 | -100.0% | 11 | -100.0% | 0.00% | -100.0% |
| Q2 2013 | $1,097,000 | – | 34,187 | – | 0.54% | – |
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% |