SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,077,957 | +0.2% | 60,730 | +10.3% | 0.02% | 0.0% |
| Q2 2023 | $1,075,575 | +8.3% | 55,073 | +8.2% | 0.02% | +4.8% |
| Q1 2023 | $992,803 | +12.9% | 50,913 | +11.7% | 0.02% | +5.0% |
| Q4 2022 | $879,219 | -7.2% | 45,579 | -10.0% | 0.02% | +5.3% |
| Q3 2022 | $947,000 | -11.3% | 50,646 | 0.0% | 0.02% | -9.5% |
| Q2 2022 | $1,068,000 | -16.2% | 50,646 | -1.2% | 0.02% | -4.5% |
| Q1 2022 | $1,275,000 | -0.3% | 51,237 | +111.0% | 0.02% | 0.0% |
| Q4 2021 | $1,279,000 | +13.5% | 24,281 | -1.6% | 0.02% | +4.8% |
| Q3 2021 | $1,127,000 | +27.8% | 24,670 | +28.1% | 0.02% | +31.2% |
| Q2 2021 | $882,000 | +95.6% | 19,263 | +75.4% | 0.02% | +77.8% |
| Q1 2021 | $451,000 | – | 10,980 | – | 0.01% | – |
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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% |