SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,000 | -12.5% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -20.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | -9.1% | 400 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | -26.7% | 200 | -40.1% | 0.00% | -50.0% |
| Q3 2021 | $15,000 | 0.0% | 334 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 334 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 334 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 334 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $12,000 | 0.0% | 334 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | -33.3% | 334 | -41.7% | 0.00% | -40.0% |
| Q1 2020 | $18,000 | -14.3% | 573 | +27.1% | 0.01% | 0.0% |
| Q4 2019 | $21,000 | – | 451 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fund Evaluation Group, LLC | 1,473,545 | $61,491,000 | 10.15% |
| Premise Capital, LLC | 313,250 | $13,072,000 | 8.51% |
| AVALON CAPITAL MANAGEMENT | 218,171 | $9,104,000 | 8.32% |
| Invst, LLC | 342,736 | $14,169,000 | 7.22% |
| Financial Engines Advisors L.L.C. | 8,695,689 | $362,826,000 | 6.92% |
| HAYS ADVISORY LLC | 240,931 | $10,054,000 | 6.40% |
| MONEYWISE, INC. | 176,344 | $7,359,000 | 6.23% |
| Brand Asset Management Group, Inc. | 188,699 | $7,874,000 | 5.78% |
| Whitnell & Co. | 351,114 | $14,652,000 | 5.78% |
| Moisand Fitzgerald Tamayo, LLC | 222,750 | $9,295,000 | 5.17% |