SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,869 | +176.4% | 894 | +204.1% | 0.00% | – |
Q2 2023 | $5,742 | +12.4% | 294 | +12.2% | 0.00% | – |
Q1 2023 | $5,109 | -1.9% | 262 | -3.0% | 0.00% | – |
Q4 2022 | $5,208 | -13.2% | 270 | -10.0% | 0.00% | – |
Q3 2022 | $6,000 | 0.0% | 300 | +14.5% | 0.00% | – |
Q2 2022 | $6,000 | -14.3% | 262 | 0.0% | 0.00% | – |
Q1 2022 | $7,000 | 0.0% | 262 | +100.0% | 0.00% | – |
Q4 2021 | $7,000 | +16.7% | 131 | 0.0% | 0.00% | – |
Q3 2021 | $6,000 | 0.0% | 131 | 0.0% | 0.00% | – |
Q2 2021 | $6,000 | +20.0% | 131 | 0.0% | 0.00% | – |
Q1 2021 | $5,000 | – | 131 | – | 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% |