SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $343,000 | -69.8% | 10,469 | -57.6% | 0.09% | -58.9% |
| Q4 2019 | $1,136,000 | +35.1% | 24,719 | +38.6% | 0.21% | +15.1% |
| Q3 2019 | $841,000 | +3.8% | 17,831 | -2.1% | 0.19% | -41.1% |
| Q2 2019 | $810,000 | -0.9% | 18,217 | -1.0% | 0.32% | +3.3% |
| Q1 2019 | $817,000 | +12.8% | 18,395 | -2.1% | 0.31% | -7.0% |
| Q4 2018 | $724,000 | +170.1% | 18,794 | +192.2% | 0.33% | +191.2% |
| Q3 2018 | $268,000 | -2.5% | 6,431 | -2.1% | 0.11% | -6.6% |
| Q2 2018 | $275,000 | +6.6% | 6,572 | -2.4% | 0.12% | +6.1% |
| Q1 2018 | $258,000 | +4.5% | 6,733 | +13.6% | 0.11% | +9.6% |
| Q4 2017 | $247,000 | +10.3% | 5,927 | +9.1% | 0.10% | +3.0% |
| Q3 2017 | $224,000 | – | 5,434 | – | 0.10% | – |
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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% |