SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 268 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,000 | -85.7% | 28 | -81.9% | 0.00% | -100.0% |
| Q4 2019 | $7,000 | 0.0% | 155 | +11.5% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | +16.7% | 139 | +9.4% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | -79.3% | 127 | -80.6% | 0.00% | -83.3% |
| Q1 2019 | $29,000 | +45.0% | 655 | +27.9% | 0.01% | +20.0% |
| Q4 2018 | $20,000 | -4.8% | 512 | +4.1% | 0.01% | 0.0% |
| Q3 2018 | $21,000 | +5.0% | 492 | +2.9% | 0.01% | -9.1% |
| Q2 2018 | $20,000 | +17.6% | 478 | +3.0% | 0.01% | +10.0% |
| Q1 2018 | $17,000 | -10.5% | 464 | -97.6% | 0.01% | -28.6% |
| Q4 2017 | $19,000 | – | 19,215 | – | 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% |