SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 98 filers reported holding SCHWAB STRATEGIC TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,721 | +9.1% | 829 | +20.0% | 0.00% | 0.0% |
| Q2 2023 | $13,496 | +606.2% | 691 | +605.1% | 0.00% | – |
| Q1 2023 | $1,911 | -72.3% | 98 | -72.6% | 0.00% | – |
| Q4 2022 | $6,905 | +130.2% | 358 | +148.6% | 0.00% | – |
| Q3 2022 | $3,000 | -40.0% | 144 | -28.0% | 0.00% | – |
| Q1 2022 | $5,000 | +25.0% | 200 | +174.0% | 0.00% | – |
| Q4 2021 | $4,000 | -75.0% | 73 | -79.1% | 0.00% | -100.0% |
| Q4 2019 | $16,000 | +220.0% | 350 | +250.0% | 0.00% | – |
| Q3 2019 | $5,000 | -44.4% | 100 | -50.0% | 0.00% | -100.0% |
| Q2 2019 | $9,000 | -30.8% | 200 | -33.3% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | -38.1% | 300 | -45.5% | 0.00% | -50.0% |
| Q4 2018 | $21,000 | -8.7% | 550 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $23,000 | 0.0% | 550 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $23,000 | -4.2% | 550 | -13.4% | 0.00% | 0.0% |
| Q1 2018 | $24,000 | -41.5% | 635 | -35.3% | 0.00% | -50.0% |
| Q4 2017 | $41,000 | +1266.7% | 981 | +1126.2% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2016 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q4 2015 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q3 2015 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2015 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2015 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q4 2014 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q3 2014 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q2 2014 | $3,000 | 0.0% | 80 | 0.0% | 0.00% | – |
| Q1 2014 | $3,000 | +50.0% | 80 | 0.0% | 0.00% | – |
| Q4 2013 | $2,000 | – | 80 | – | 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% |