SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 2.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,036,000 | +65.0% | 31,632 | +131.4% | 0.64% | +274.1% |
| Q4 2019 | $628,000 | -34.5% | 13,670 | -36.7% | 0.17% | -43.9% |
| Q1 2019 | $959,000 | -49.5% | 21,587 | -52.6% | 0.30% | -64.4% |
| Q3 2018 | $1,900,000 | -11.3% | 45,546 | -11.1% | 0.85% | -11.0% |
| Q2 2018 | $2,141,000 | +62.0% | 51,248 | +61.3% | 0.96% | +70.4% |
| Q4 2017 | $1,322,000 | +262.2% | 31,772 | +271.6% | 0.56% | +228.1% |
| Q3 2016 | $365,000 | +12.7% | 8,551 | +14.6% | 0.17% | -9.0% |
| Q2 2016 | $324,000 | +58.8% | 7,461 | +51.4% | 0.19% | +86.1% |
| Q1 2016 | $204,000 | +106.1% | 4,927 | +95.6% | 0.10% | +87.0% |
| Q4 2015 | $99,000 | -99.8% | 2,519 | +57.4% | 0.05% | +58.8% |
| Q1 2015 | $64,880,000 | -58.3% | 1,600 | -59.9% | 0.03% | -53.4% |
| Q4 2014 | $155,449,000 | +165.2% | 3,991 | +131.9% | 0.07% | +92.1% |
| Q3 2014 | $58,617,000 | +118.9% | 1,721 | +127.3% | 0.04% | +171.4% |
| Q2 2014 | $26,775,000 | – | 757 | – | 0.01% | – |
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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% |