SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 51 filers reported holding SCHWAB STRATEGIC TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $306,000 | -44.3% | 7,942 | -39.7% | 0.13% | -11.1% |
| Q3 2018 | $549,000 | -8.2% | 13,165 | -8.0% | 0.14% | -14.3% |
| Q2 2018 | $598,000 | -23.1% | 14,308 | -29.6% | 0.17% | -26.3% |
| Q1 2018 | $778,000 | -35.9% | 20,333 | -30.3% | 0.23% | -32.1% |
| Q4 2017 | $1,214,000 | -2.0% | 29,168 | -3.2% | 0.34% | -8.9% |
| Q3 2017 | $1,239,000 | -13.9% | 30,121 | -13.7% | 0.37% | -17.1% |
| Q2 2017 | $1,439,000 | -38.5% | 34,922 | -37.2% | 0.44% | -40.6% |
| Q1 2017 | $2,340,000 | -36.2% | 55,571 | -37.8% | 0.75% | -40.7% |
| Q4 2016 | $3,668,000 | -17.0% | 89,388 | -16.5% | 1.26% | -20.9% |
| Q3 2016 | $4,417,000 | +122.0% | 107,076 | +138.5% | 1.60% | +107.0% |
| Q2 2016 | $1,990,000 | +15.4% | 44,901 | -16.5% | 0.77% | -25.1% |
| Q2 2013 | $1,725,000 | – | 53,758 | – | 1.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fund Evaluation Group, LLC | 1,473,545 | $61,491,000 | 10.15% |
| Premise Capital, LLC | 313,250 | $13,072,000 | 8.51% |
| AVALON CAPITAL MANAGEMENT | 218,171 | $9,104,000 | 8.32% |
| Invst, LLC | 342,736 | $14,169,000 | 7.22% |
| Financial Engines Advisors L.L.C. | 8,695,689 | $362,826,000 | 6.92% |
| HAYS ADVISORY LLC | 240,931 | $10,054,000 | 6.40% |
| MONEYWISE, INC. | 176,344 | $7,359,000 | 6.23% |
| Brand Asset Management Group, Inc. | 188,699 | $7,874,000 | 5.78% |
| Whitnell & Co. | 351,114 | $14,652,000 | 5.78% |
| Moisand Fitzgerald Tamayo, LLC | 222,750 | $9,295,000 | 5.17% |