SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $23,148,000 | +12.6% | 1,200,000 | +9.1% | 0.11% | +13.0% |
Q3 2022 | $20,559,000 | -30.4% | 1,100,000 | -21.4% | 0.10% | -23.7% |
Q2 2022 | $29,526,000 | -15.3% | 1,400,000 | 0.0% | 0.13% | +9.2% |
Q1 2022 | $34,846,000 | +32.3% | 1,400,000 | +180.0% | 0.12% | +114.3% |
Q4 2021 | $26,345,000 | – | 500,000 | – | 0.06% | – |
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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% |