SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,263,503 | +7.7% | 183,859 | +18.5% | 0.01% | -43.8% |
| Q2 2023 | $3,029,040 | -0.4% | 155,097 | -0.5% | 0.02% | +166.7% |
| Q1 2023 | $3,040,421 | -0.0% | 155,919 | -1.1% | 0.01% | -14.3% |
| Q4 2022 | $3,040,876 | +269.5% | 157,640 | +258.1% | 0.01% | +250.0% |
| Q3 2022 | $823,000 | +12.4% | 44,027 | +26.9% | 0.00% | 0.0% |
| Q2 2022 | $732,000 | -14.4% | 34,689 | +0.9% | 0.00% | 0.0% |
| Q1 2022 | $855,000 | +13.5% | 34,366 | +140.4% | 0.00% | 0.0% |
| Q4 2021 | $753,000 | +60.6% | 14,297 | +39.4% | 0.00% | +100.0% |
| Q3 2021 | $469,000 | +81.1% | 10,259 | +82.4% | 0.00% | 0.0% |
| Q4 2019 | $259,000 | +2.0% | 5,625 | +4.6% | 0.00% | 0.0% |
| Q3 2019 | $254,000 | – | 5,376 | – | 0.00% | – |
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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% |