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 2018 | $1,469,000 | -9.9% | 38,144 | -2.4% | 0.88% | -5.1% |
| Q3 2018 | $1,631,000 | +0.8% | 39,077 | +0.9% | 0.93% | +13.3% |
| Q2 2018 | $1,618,000 | +11.9% | 38,725 | +2.4% | 0.82% | +6.9% |
| Q1 2018 | $1,446,000 | +5.5% | 37,811 | +14.9% | 0.77% | +9.4% |
| Q4 2017 | $1,370,000 | +3.1% | 32,914 | +1.9% | 0.70% | -3.2% |
| Q3 2017 | $1,329,000 | +1.8% | 32,307 | +1.9% | 0.72% | -5.9% |
| Q2 2017 | $1,306,000 | +1.1% | 31,694 | +0.0% | 0.77% | -6.8% |
| Q1 2017 | $1,292,000 | +165.8% | 31,693 | +142.4% | 0.82% | +94.8% |
| Q3 2015 | $486,000 | -72.1% | 13,073 | -72.7% | 0.42% | -67.1% |
| Q2 2015 | $1,742,000 | -9.6% | 47,966 | +1.0% | 1.29% | -20.9% |
| Q1 2015 | $1,927,000 | -4.6% | 47,511 | -8.4% | 1.63% | +22.2% |
| Q4 2014 | $2,020,000 | – | 51,872 | – | 1.33% | – |
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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% |