SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $576,000 | -13.3% | 16,297 | -13.6% | 0.12% | -19.0% |
| Q2 2020 | $664,000 | -24.5% | 18,853 | -29.9% | 0.14% | -34.0% |
| Q1 2020 | $880,000 | -29.1% | 26,888 | -0.4% | 0.22% | -6.9% |
| Q4 2019 | $1,241,000 | -3.1% | 27,006 | -0.6% | 0.23% | -11.2% |
| Q3 2019 | $1,281,000 | +8.1% | 27,167 | +1.8% | 0.26% | +8.3% |
| Q2 2019 | $1,185,000 | 0.0% | 26,676 | 0.0% | 0.24% | -2.8% |
| Q1 2019 | $1,185,000 | +15.9% | 26,676 | +0.5% | 0.25% | +2.5% |
| Q4 2018 | $1,022,000 | +157.4% | 26,548 | +179.3% | 0.24% | +193.9% |
| Q3 2018 | $397,000 | +22.2% | 9,505 | +22.3% | 0.08% | +17.1% |
| Q2 2018 | $325,000 | +35.4% | 7,772 | +23.8% | 0.07% | +34.6% |
| Q1 2018 | $240,000 | +3.4% | 6,277 | +12.7% | 0.05% | +4.0% |
| Q4 2017 | $232,000 | +1.8% | 5,570 | +0.7% | 0.05% | -2.0% |
| Q3 2017 | $228,000 | +0.4% | 5,534 | +0.6% | 0.05% | +4.1% |
| Q2 2017 | $227,000 | +1.8% | 5,502 | +0.6% | 0.05% | -2.0% |
| Q1 2017 | $223,000 | -0.4% | 5,470 | +0.3% | 0.05% | -5.7% |
| Q4 2016 | $224,000 | -2.6% | 5,455 | +1.0% | 0.05% | -3.6% |
| Q3 2016 | $230,000 | -1.3% | 5,400 | +0.5% | 0.06% | -5.2% |
| Q2 2016 | $233,000 | +5.4% | 5,371 | +0.5% | 0.06% | +3.6% |
| Q1 2016 | $221,000 | +4.7% | 5,342 | +0.5% | 0.06% | +3.7% |
| Q4 2015 | $211,000 | – | 5,315 | – | 0.05% | – |
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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% |