SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $4,406,000 | -5.5% | 177,000 | +100.0% | 0.10% | -11.2% |
| Q4 2021 | $4,663,000 | +15.3% | 88,500 | 0.0% | 0.12% | -1.7% |
| Q3 2021 | $4,043,000 | -2.4% | 88,500 | -2.2% | 0.12% | -4.8% |
| Q2 2021 | $4,144,000 | +11.4% | 90,500 | 0.0% | 0.12% | -1.6% |
| Q1 2021 | $3,719,000 | +8.2% | 90,500 | 0.0% | 0.13% | -10.6% |
| Q4 2020 | $3,436,000 | +7.3% | 90,500 | 0.0% | 0.14% | -59.5% |
| Q3 2020 | $3,201,000 | +0.4% | 90,500 | 0.0% | 0.35% | -7.9% |
| Q2 2020 | $3,187,000 | +7.6% | 90,500 | 0.0% | 0.38% | -10.2% |
| Q1 2020 | $2,963,000 | – | 90,500 | – | 0.42% | – |
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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% |