SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $193 | -10.2% | 10,872 | +0.4% | 0.12% | -3.3% |
| Q2 2023 | $215 | +0.5% | 10,832 | -1.3% | 0.12% | -8.3% |
| Q1 2023 | $214 | -2.3% | 10,973 | -3.6% | 0.13% | -6.3% |
| Q4 2022 | $219 | -99.9% | 11,378 | -3.9% | 0.14% | -9.0% |
| Q3 2022 | $221,000 | -11.6% | 11,845 | +0.1% | 0.16% | -7.1% |
| Q2 2022 | $250,000 | -15.8% | 11,838 | -0.7% | 0.17% | 0.0% |
| Q1 2022 | $297,000 | -0.3% | 11,923 | +111.1% | 0.17% | +3.7% |
| Q4 2021 | $298,000 | +31.3% | 5,647 | -12.0% | 0.16% | +35.0% |
| Q3 2020 | $227,000 | +0.9% | 6,420 | +0.7% | 0.12% | -5.5% |
| Q2 2020 | $225,000 | +8.2% | 6,378 | +0.3% | 0.13% | -9.9% |
| Q1 2020 | $208,000 | -29.0% | 6,361 | -0.2% | 0.14% | -2.1% |
| Q4 2019 | $293,000 | – | 6,372 | – | 0.14% | – |
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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% |