SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 209 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $851,000 | -2.3% | 20,454 | -3.4% | 0.25% | -9.9% |
| Q3 2017 | $871,000 | +0.3% | 21,182 | +0.6% | 0.27% | -1.8% |
| Q2 2017 | $868,000 | -0.1% | 21,061 | -1.1% | 0.28% | -7.9% |
| Q1 2017 | $869,000 | +39.7% | 21,306 | +40.5% | 0.30% | +17.1% |
| Q4 2016 | $622,000 | -4.5% | 15,165 | -0.6% | 0.26% | +1.6% |
| Q3 2016 | $651,000 | -7.3% | 15,256 | -5.7% | 0.25% | -10.6% |
| Q2 2016 | $702,000 | +4.3% | 16,170 | -0.5% | 0.28% | -0.4% |
| Q1 2016 | $673,000 | -11.1% | 16,259 | -14.8% | 0.28% | -12.8% |
| Q4 2015 | $757,000 | +20.5% | 19,094 | +13.0% | 0.33% | +8.3% |
| Q3 2015 | $628,000 | -6.0% | 16,892 | -8.1% | 0.30% | +6.0% |
| Q2 2015 | $668,000 | -22.2% | 18,387 | -13.2% | 0.28% | -26.4% |
| Q1 2015 | $859,000 | -71.7% | 21,171 | -72.8% | 0.39% | -72.9% |
| Q4 2014 | $3,036,000 | +30.2% | 77,957 | +13.9% | 1.43% | +21.0% |
| Q3 2014 | $2,332,000 | +15.4% | 68,462 | +19.9% | 1.18% | +9.1% |
| Q2 2014 | $2,020,000 | +29.5% | 57,097 | +21.2% | 1.08% | +14.1% |
| Q1 2014 | $1,560,000 | +6.3% | 47,101 | +0.9% | 0.95% | -8.3% |
| Q4 2013 | $1,467,000 | – | 46,703 | – | 1.03% | – |
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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% |