SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 134 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is 0.85 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $41,000 | -28.1% | 1,249 | 0.0% | 0.02% | -18.2% |
| Q4 2019 | $57,000 | -3.4% | 1,249 | 0.0% | 0.02% | -8.3% |
| Q3 2019 | $59,000 | +5.4% | 1,249 | 0.0% | 0.02% | -4.0% |
| Q2 2019 | $56,000 | +1.8% | 1,249 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $55,000 | +400.0% | 1,249 | +354.2% | 0.02% | +108.3% |
| Q3 2016 | $11,000 | +120.0% | 275 | +129.2% | 0.01% | +100.0% |
| Q2 2016 | $5,000 | 0.0% | 120 | 0.0% | 0.01% | +20.0% |
| Q1 2016 | $5,000 | -44.4% | 120 | -51.8% | 0.01% | -28.6% |
| Q4 2015 | $9,000 | 0.0% | 249 | +0.8% | 0.01% | -36.4% |
| Q3 2015 | $9,000 | +12.5% | 247 | +19.9% | 0.01% | +37.5% |
| Q1 2015 | $8,000 | +700.0% | 206 | +20500.0% | 0.01% | +700.0% |
| Q4 2014 | $1,000 | – | 1 | – | 0.00% | – |
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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% |