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 | $32,353 | -10.2% | 1,823 | -1.2% | 0.00% | 0.0% |
Q2 2023 | $36,027 | -0.2% | 1,845 | -0.4% | 0.00% | 0.0% |
Q1 2023 | $36,116 | -58.3% | 1,852 | -58.7% | 0.00% | -66.7% |
Q4 2022 | $86,562 | +3.0% | 4,487 | +0.2% | 0.00% | 0.0% |
Q3 2022 | $84,000 | -26.3% | 4,476 | -17.0% | 0.00% | -25.0% |
Q2 2022 | $114,000 | +216.7% | 5,394 | +275.6% | 0.00% | +300.0% |
Q1 2022 | $36,000 | -2.7% | 1,436 | +102.5% | 0.00% | 0.0% |
Q4 2021 | $37,000 | +23.3% | 709 | +6.8% | 0.00% | 0.0% |
Q3 2021 | $30,000 | 0.0% | 664 | +0.6% | 0.00% | 0.0% |
Q2 2021 | $30,000 | +11.1% | 660 | +0.5% | 0.00% | 0.0% |
Q1 2021 | $27,000 | +3.8% | 657 | -3.0% | 0.00% | 0.0% |
Q4 2020 | $26,000 | +8.3% | 677 | +0.9% | 0.00% | 0.0% |
Q3 2020 | $24,000 | +4.3% | 671 | +0.8% | 0.00% | 0.0% |
Q2 2020 | $23,000 | -37.8% | 666 | -41.8% | 0.00% | -66.7% |
Q1 2020 | $37,000 | -47.9% | 1,144 | -26.3% | 0.00% | -40.0% |
Q4 2019 | $71,000 | -58.7% | 1,553 | -57.4% | 0.01% | -64.3% |
Q3 2019 | $172,000 | +493.1% | 3,648 | +467.3% | 0.01% | +366.7% |
Q2 2019 | $29,000 | -38.3% | 643 | -38.9% | 0.00% | -25.0% |
Q1 2019 | $47,000 | +80.8% | 1,053 | +56.7% | 0.00% | +100.0% |
Q4 2018 | $26,000 | -3.7% | 672 | +2.6% | 0.00% | -33.3% |
Q3 2018 | $27,000 | +12.5% | 655 | +12.7% | 0.00% | 0.0% |
Q2 2018 | $24,000 | -33.3% | 581 | -31.2% | 0.00% | -40.0% |
Q3 2016 | $36,000 | -43.8% | 845 | -42.4% | 0.01% | -44.4% |
Q2 2016 | $64,000 | +73.0% | 1,467 | +62.1% | 0.01% | +50.0% |
Q1 2016 | $37,000 | +76.2% | 905 | +69.5% | 0.01% | +50.0% |
Q4 2015 | $21,000 | +61.5% | 534 | +56.1% | 0.00% | +33.3% |
Q3 2015 | $13,000 | +8.3% | 342 | +3.0% | 0.00% | 0.0% |
Q2 2015 | $12,000 | -71.4% | 332 | -67.6% | 0.00% | -70.0% |
Q1 2015 | $42,000 | -76.1% | 1,025 | -77.3% | 0.01% | -77.3% |
Q4 2014 | $176,000 | +1660.0% | 4,510 | +1460.6% | 0.04% | +1366.7% |
Q3 2014 | $10,000 | 0.0% | 289 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $10,000 | – | 289 | – | 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% |