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 | $15,225,000 | -3.9% | 331,257 | -1.3% | 4.67% | -11.7% |
| Q3 2019 | $15,839,000 | +5.9% | 335,775 | -0.2% | 5.30% | -5.4% |
| Q2 2019 | $14,958,000 | -0.3% | 336,593 | -0.3% | 5.60% | -3.0% |
| Q1 2019 | $15,001,000 | +15.0% | 337,628 | -0.4% | 5.78% | -0.2% |
| Q4 2018 | $13,050,000 | -10.9% | 338,872 | -3.5% | 5.78% | +0.1% |
| Q3 2018 | $14,652,000 | +0.1% | 351,114 | +0.2% | 5.78% | -5.1% |
| Q2 2018 | $14,635,000 | +9.1% | 350,288 | -0.2% | 6.09% | +8.6% |
| Q1 2018 | $13,420,000 | +34.0% | 350,849 | +45.8% | 5.61% | +33.5% |
| Q4 2017 | $10,016,000 | +1.2% | 240,659 | -0.0% | 4.20% | -2.7% |
| Q3 2017 | $9,900,000 | -0.5% | 240,701 | -0.3% | 4.32% | -1.9% |
| Q2 2017 | $9,945,000 | -0.5% | 241,331 | -1.5% | 4.40% | -1.7% |
| Q1 2017 | $9,991,000 | -2.5% | 245,003 | -1.9% | 4.48% | -6.0% |
| Q4 2016 | $10,251,000 | -8.3% | 249,787 | -4.7% | 4.76% | +24.7% |
| Q3 2016 | $11,181,000 | -4.1% | 262,152 | -2.4% | 3.82% | +0.4% |
| Q2 2016 | $11,665,000 | +1.3% | 268,538 | -3.5% | 3.80% | -11.3% |
| Q1 2016 | $11,519,000 | +1.9% | 278,236 | -2.4% | 4.29% | +0.5% |
| Q4 2015 | $11,303,000 | +6.7% | 285,150 | +0.1% | 4.26% | +2.3% |
| Q3 2015 | $10,589,000 | -4.5% | 284,738 | -6.7% | 4.17% | +3.8% |
| Q2 2015 | $11,085,000 | -11.8% | 305,206 | -1.5% | 4.02% | -14.6% |
| Q1 2015 | $12,563,000 | +0.3% | 309,814 | -3.7% | 4.70% | -0.3% |
| Q4 2014 | $12,527,000 | +13.1% | 321,612 | -1.1% | 4.71% | +6.7% |
| Q3 2014 | $11,073,000 | +14.2% | 325,106 | +18.6% | 4.42% | -0.3% |
| Q2 2014 | $9,693,000 | +5.4% | 274,036 | -1.3% | 4.43% | +2.8% |
| Q1 2014 | $9,193,000 | +21.2% | 277,651 | +10.7% | 4.31% | +23.9% |
| Q4 2013 | $7,584,000 | – | 250,711 | – | 3.48% | – |
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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% |