SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 274 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is 1.03 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $623,000 | -0.3% | 16,403 | -7.2% | 0.01% | -45.8% |
| Q3 2020 | $625,000 | +65.8% | 17,672 | +65.1% | 0.02% | +60.0% |
| Q2 2020 | $377,000 | +6.8% | 10,702 | -0.8% | 0.02% | -21.1% |
| Q1 2020 | $353,000 | -89.6% | 10,790 | -85.4% | 0.02% | -84.3% |
| Q4 2019 | $3,402,000 | -0.7% | 74,017 | +1.9% | 0.12% | -8.3% |
| Q3 2019 | $3,426,000 | +6.1% | 72,640 | -0.1% | 0.13% | -2.9% |
| Q2 2019 | $3,230,000 | -16.3% | 72,685 | -16.3% | 0.14% | -19.5% |
| Q1 2019 | $3,858,000 | +49.0% | 86,841 | +39.9% | 0.17% | +48.2% |
| Q4 2018 | $2,590,000 | 0.0% | 62,059 | 0.0% | 0.11% | 0.0% |
| Q3 2018 | $2,590,000 | +7.6% | 62,059 | +7.7% | 0.11% | -0.9% |
| Q2 2018 | $2,407,000 | +26.6% | 57,606 | +15.9% | 0.12% | +2.7% |
| Q1 2018 | $1,901,000 | -71.9% | 49,711 | -69.4% | 0.11% | -74.8% |
| Q4 2017 | $6,761,000 | +6.4% | 162,447 | +5.1% | 0.44% | -8.8% |
| Q3 2017 | $6,355,000 | +1416.7% | 154,508 | +1421.3% | 0.49% | +1181.6% |
| Q2 2017 | $419,000 | -88.6% | 10,156 | -88.6% | 0.04% | -92.3% |
| Q4 2016 | $3,666,000 | +10.3% | 89,322 | +14.6% | 0.49% | -0.4% |
| Q3 2016 | $3,323,000 | +10.7% | 77,914 | +12.8% | 0.49% | -3.3% |
| Q2 2016 | $3,001,000 | +6.5% | 69,078 | +1.5% | 0.51% | +4.5% |
| Q1 2016 | $2,817,000 | -38.7% | 68,047 | -40.0% | 0.49% | -65.6% |
| Q1 2015 | $4,599,000 | +87.6% | 113,410 | +80.2% | 1.42% | +49.8% |
| Q4 2014 | $2,451,000 | – | 62,919 | – | 0.95% | – |
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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% |