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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $6,289,000 | -17.4% | 137,349 | -25.9% | 0.74% | -14.8% |
| Q1 2021 | $7,618,000 | +1.3% | 185,399 | -6.4% | 0.87% | +2.3% |
| Q4 2020 | $7,518,000 | +4.8% | 198,030 | +1.9% | 0.85% | -1.5% |
| Q3 2020 | $7,173,000 | +5.9% | 194,278 | +1.2% | 0.86% | +1.8% |
| Q2 2020 | $6,773,000 | +9.6% | 191,969 | +1.7% | 0.85% | -6.0% |
| Q1 2020 | $6,180,000 | +22.9% | 188,808 | +72.6% | 0.90% | +54.5% |
| Q4 2019 | $5,028,000 | -0.2% | 109,391 | +2.4% | 0.58% | +9.1% |
| Q3 2019 | $5,037,000 | +14.7% | 106,786 | +8.1% | 0.54% | +15.8% |
| Q2 2019 | $4,392,000 | – | 98,818 | – | 0.46% | – |
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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% |