SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 209 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 1.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $2,036,000 | -5.3% | 48,797 | -5.1% | 0.12% | -6.2% |
| Q2 2018 | $2,149,000 | +14.9% | 51,425 | +5.1% | 0.13% | +15.2% |
| Q1 2018 | $1,871,000 | +4.5% | 48,910 | +13.7% | 0.11% | +6.7% |
| Q4 2017 | $1,790,000 | +4.0% | 43,003 | +2.8% | 0.10% | 0.0% |
| Q3 2017 | $1,721,000 | +1.1% | 41,838 | +1.2% | 0.10% | -0.9% |
| Q2 2017 | $1,703,000 | +3.1% | 41,322 | +2.1% | 0.11% | -1.9% |
| Q1 2017 | $1,651,000 | -65.5% | 40,478 | -65.3% | 0.11% | -67.7% |
| Q4 2016 | $4,790,000 | – | 116,706 | – | 0.33% | – |
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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% |