SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 126 filers reported holding SCHWAB STRATEGIC TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $585,000 | -52.7% | 12,723 | -51.5% | 0.02% | -63.6% |
| Q3 2019 | $1,238,000 | -1.2% | 26,246 | -5.1% | 0.04% | -6.4% |
| Q2 2019 | $1,253,000 | -4.4% | 27,643 | -6.3% | 0.05% | -14.5% |
| Q1 2019 | $1,311,000 | +199.3% | 29,504 | +159.6% | 0.06% | +189.5% |
| Q4 2018 | $438,000 | -82.3% | 11,367 | -80.8% | 0.02% | -80.6% |
| Q3 2018 | $2,474,000 | +66.6% | 59,287 | +66.8% | 0.10% | +50.8% |
| Q2 2018 | $1,485,000 | +571.9% | 35,544 | +566.2% | 0.06% | +160.0% |
| Q1 2016 | $221,000 | -46.7% | 5,335 | -50.5% | 0.02% | -45.7% |
| Q4 2015 | $415,000 | -0.5% | 10,786 | -3.8% | 0.05% | -20.7% |
| Q3 2015 | $417,000 | -91.8% | 11,213 | -92.0% | 0.06% | -90.3% |
| Q2 2015 | $5,105,000 | -2.2% | 140,549 | +9.2% | 0.60% | +1.4% |
| Q1 2015 | $5,219,000 | +1.1% | 128,716 | -2.9% | 0.59% | +7.7% |
| Q4 2014 | $5,164,000 | +6.4% | 132,571 | -6.9% | 0.55% | +10.7% |
| Q3 2014 | $4,852,000 | -6.4% | 142,460 | -2.8% | 0.50% | -4.1% |
| Q2 2014 | $5,186,000 | -4.1% | 146,630 | -10.2% | 0.52% | -6.2% |
| Q1 2014 | $5,405,000 | +4.9% | 163,245 | -4.2% | 0.55% | +7.4% |
| Q4 2013 | $5,154,000 | -4.8% | 170,394 | -2.7% | 0.51% | -8.9% |
| Q3 2013 | $5,414,000 | +2.4% | 175,198 | +6.3% | 0.56% | -12.6% |
| Q2 2013 | $5,288,000 | – | 164,829 | – | 0.64% | – |
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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% |