SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 219 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $235,000 | -11.7% | 5,624 | -19.1% | 0.08% | -22.9% |
| Q1 2018 | $266,000 | -10.1% | 6,956 | -2.1% | 0.10% | -8.7% |
| Q4 2017 | $296,000 | +3.5% | 7,106 | +2.3% | 0.12% | 0.0% |
| Q3 2017 | $286,000 | +0.7% | 6,948 | +0.9% | 0.12% | -5.0% |
| Q2 2017 | $284,000 | +5.2% | 6,886 | +4.0% | 0.12% | -0.8% |
| Q1 2017 | $270,000 | +4.2% | 6,624 | +5.2% | 0.12% | -5.4% |
| Q4 2016 | $259,000 | -6.8% | 6,299 | -3.3% | 0.13% | -15.7% |
| Q3 2016 | $278,000 | +30.5% | 6,511 | +33.1% | 0.15% | +22.4% |
| Q2 2016 | $213,000 | +2.9% | 4,893 | -2.2% | 0.12% | -35.2% |
| Q1 2016 | $207,000 | -17.9% | 5,003 | -21.3% | 0.19% | -25.2% |
| Q4 2015 | $252,000 | – | 6,360 | – | 0.26% | – |
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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% |