SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 219 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $232,000 | -80.8% | 5,570 | -80.7% | 0.02% | -82.2% |
| Q2 2018 | $1,209,000 | -40.1% | 28,935 | -45.2% | 0.12% | -43.5% |
| Q1 2018 | $2,020,000 | +2.7% | 52,805 | +11.7% | 0.21% | -4.6% |
| Q4 2017 | $1,967,000 | +10.4% | 47,273 | +9.1% | 0.22% | +0.9% |
| Q3 2017 | $1,782,000 | +6.5% | 43,330 | +6.7% | 0.22% | -2.3% |
| Q2 2017 | $1,673,000 | +21.4% | 40,591 | +20.1% | 0.22% | +6.2% |
| Q1 2017 | $1,378,000 | +8.3% | 33,802 | +9.0% | 0.21% | -6.7% |
| Q4 2016 | $1,272,000 | – | 31,001 | – | 0.22% | – |
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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% |