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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $4 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4 | -99.9% | 220 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | -20.0% | 220 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $5,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | -16.7% | 220 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $6,000 | +20.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | -33.3% |
| Q1 2019 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | +50.0% |
| Q1 2018 | $4,000 | -20.0% | 110 | 0.0% | 0.00% | -33.3% |
| Q4 2017 | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $5,000 | +25.0% | 110 | 0.0% | 0.00% | +50.0% |
| Q1 2017 | $4,000 | -73.3% | 110 | -70.1% | 0.00% | -77.8% |
| Q4 2016 | $15,000 | +200.0% | 368 | +247.2% | 0.01% | +200.0% |
| Q3 2016 | $5,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | – | 106 | – | 0.00% | – |
Download | ||||||
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% |