SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $214,940 | -2.3% | 11,023 | -3.4% | 0.00% | 0.0% |
| Q4 2022 | $220,033 | +3.3% | 11,407 | -0.1% | 0.00% | -33.3% |
| Q3 2022 | $213,000 | +4.9% | 11,423 | +18.6% | 0.01% | +20.0% |
| Q2 2022 | $203,000 | -16.1% | 9,635 | -0.8% | 0.01% | 0.0% |
| Q1 2022 | $242,000 | -4.3% | 9,709 | +102.0% | 0.01% | 0.0% |
| Q4 2021 | $253,000 | +12.9% | 4,807 | -2.1% | 0.01% | +25.0% |
| Q3 2021 | $224,000 | -5.1% | 4,910 | -4.6% | 0.00% | -33.3% |
| Q2 2021 | $236,000 | -72.8% | 5,146 | -72.6% | 0.01% | -83.8% |
| Q4 2019 | $867,000 | -7.7% | 18,799 | -5.8% | 0.04% | -9.8% |
| Q3 2019 | $939,000 | +13.1% | 19,963 | +7.4% | 0.04% | +10.8% |
| Q2 2019 | $830,000 | +3.4% | 18,583 | +3.4% | 0.04% | -7.5% |
| Q1 2019 | $803,000 | +18.4% | 17,972 | +1.3% | 0.04% | 0.0% |
| Q4 2018 | $678,000 | -0.1% | 17,740 | +9.1% | 0.04% | +21.2% |
| Q3 2018 | $679,000 | +50.2% | 16,259 | +51.5% | 0.03% | +26.9% |
| Q2 2018 | $452,000 | +13.6% | 10,729 | +2.1% | 0.03% | +8.3% |
| Q1 2018 | $398,000 | -10.8% | 10,508 | -1.6% | 0.02% | -11.1% |
| Q4 2017 | $446,000 | +87.4% | 10,675 | +85.7% | 0.03% | +92.9% |
| Q3 2017 | $238,000 | +3.5% | 5,748 | +3.5% | 0.01% | 0.0% |
| Q2 2017 | $230,000 | -71.1% | 5,551 | -75.2% | 0.01% | -84.3% |
| Q2 2014 | $797,000 | +9.2% | 22,350 | +1.3% | 0.09% | -11.0% |
| Q1 2014 | $730,000 | – | 22,065 | – | 0.10% | – |
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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% |