SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $0 | – | 16 | 0.0% | 0.00% | – |
Q2 2023 | $0 | – | 16 | 0.0% | 0.00% | – |
Q1 2023 | $0 | -100.0% | 16 | -95.9% | 0.00% | -100.0% |
Q4 2022 | $8 | – | 394 | +2088.9% | 0.00% | – |
Q3 2022 | $0 | – | 18 | 0.0% | 0.00% | – |
Q2 2022 | $0 | – | 18 | 0.0% | 0.00% | – |
Q1 2022 | $0 | – | 18 | +100.0% | 0.00% | – |
Q4 2021 | $0 | – | 9 | 0.0% | 0.00% | – |
Q3 2021 | $0 | -100.0% | 9 | -92.8% | 0.00% | -100.0% |
Q2 2021 | $6,000 | – | 125 | +1288.9% | 0.00% | – |
Q1 2021 | $0 | – | 9 | 0.0% | 0.00% | – |
Q4 2020 | $0 | – | 9 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 9 | 0.0% | 0.00% | – |
Q2 2020 | $0 | -100.0% | 9 | -55.0% | 0.00% | – |
Q1 2020 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
Q4 2019 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
Q3 2019 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
Q2 2019 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
Q1 2019 | $1,000 | -100.0% | 20 | -100.0% | 0.00% | -100.0% |
Q4 2018 | $3,310,000 | -6.6% | 85,952 | +1.2% | 2.06% | +49.9% |
Q3 2018 | $3,543,000 | +354200.0% | 84,897 | +424385.0% | 1.38% | – |
Q2 2018 | $1,000 | – | 20 | – | 0.00% | – |
Q4 2015 | $0 | – | 0 | – | 0.00% | – |
Q3 2015 | $0 | – | 0 | – | 0.00% | – |
Q2 2015 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2015 | $3,600,000 | +0.8% | 88,790 | -3.2% | 1.69% | -14.5% |
Q4 2014 | $3,573,000 | +14.2% | 91,725 | -0.2% | 1.97% | -7.6% |
Q3 2014 | $3,130,000 | – | 91,920 | – | 2.14% | – |
Q2 2014 | $0 | – | 0 | – | 0.00% | – |
Q1 2014 | $0 | – | 0 | – | 0.00% | – |
Q4 2013 | $0 | – | 0 | – | 0.00% | – |
Q3 2013 | $0 | – | 0 | – | 0.00% | – |
Q2 2013 | $0 | – | 0 | – | 0.00% | – |
Download |
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% |