SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $213,000 | -22.5% | 11,384 | -12.6% | 0.03% | -22.9% |
Q2 2022 | $275,000 | -16.2% | 13,032 | -1.1% | 0.04% | -16.7% |
Q1 2022 | $328,000 | -7.1% | 13,175 | +96.7% | 0.04% | -2.3% |
Q4 2021 | $353,000 | +15.4% | 6,698 | 0.0% | 0.04% | +13.2% |
Q3 2021 | $306,000 | -6.7% | 6,698 | -2.1% | 0.04% | 0.0% |
Q2 2021 | $328,000 | +16.7% | 6,844 | 0.0% | 0.04% | +11.8% |
Q1 2021 | $281,000 | +8.1% | 6,844 | 0.0% | 0.03% | 0.0% |
Q4 2020 | $260,000 | -13.6% | 6,844 | -19.6% | 0.03% | -19.0% |
Q3 2020 | $301,000 | -5.9% | 8,510 | -6.2% | 0.04% | -8.7% |
Q2 2020 | $320,000 | +42.2% | 9,077 | +32.3% | 0.05% | +24.3% |
Q1 2020 | $225,000 | -25.0% | 6,862 | +1.8% | 0.04% | -11.9% |
Q2 2019 | $300,000 | 0.0% | 6,741 | 0.0% | 0.04% | 0.0% |
Q1 2019 | $300,000 | +15.4% | 6,741 | 0.0% | 0.04% | +5.0% |
Q4 2018 | $260,000 | +766.7% | 6,741 | +754.4% | 0.04% | +900.0% |
Q1 2018 | $30,000 | – | 789 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Fund Evaluation Group, LLC | 1,473,545 | $61,491,000 | 10.15% |
Premise Capital, LLC | 313,250 | $13,072,000 | 8.51% |
AVALON CAPITAL MANAGEMENT | 218,171 | $9,104,000 | 8.32% |
Invst, LLC | 342,736 | $14,169,000 | 7.22% |
Financial Engines Advisors L.L.C. | 8,695,689 | $362,826,000 | 6.92% |
HAYS ADVISORY LLC | 240,931 | $10,054,000 | 6.40% |
MONEYWISE, INC. | 176,344 | $7,359,000 | 6.23% |
Brand Asset Management Group, Inc. | 188,699 | $7,874,000 | 5.78% |
Whitnell & Co. | 351,114 | $14,652,000 | 5.78% |
Moisand Fitzgerald Tamayo, LLC | 222,750 | $9,295,000 | 5.17% |