SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $61,333 | -23.1% | 3,145 | -23.9% | 0.02% | -26.1% |
| Q4 2022 | $79,737 | +3.6% | 4,134 | +0.4% | 0.02% | -8.0% |
| Q3 2022 | $77,000 | -11.5% | 4,119 | +0.3% | 0.02% | -7.4% |
| Q2 2022 | $87,000 | -26.3% | 4,105 | -13.5% | 0.03% | -12.9% |
| Q1 2022 | $118,000 | -5.6% | 4,743 | +100.0% | 0.03% | 0.0% |
| Q4 2021 | $125,000 | +43.7% | 2,372 | +11.7% | 0.03% | +24.0% |
| Q1 2021 | $87,000 | +52.6% | 2,123 | +31.8% | 0.02% | +25.0% |
| Q3 2020 | $57,000 | -3.4% | 1,611 | +28.4% | 0.02% | -4.8% |
| Q3 2019 | $59,000 | +28.3% | 1,255 | +12.6% | 0.02% | +5.0% |
| Q3 2017 | $46,000 | 0.0% | 1,115 | 0.0% | 0.02% | -4.8% |
| Q2 2017 | $46,000 | – | 1,115 | – | 0.02% | – |
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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% |