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 | $33,867 | -9.1% | 1,908 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $37,263 | +1.2% | 1,908 | +1.1% | 0.01% | 0.0% |
| Q1 2023 | $36,816 | +1.1% | 1,888 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $36,420 | +7.1% | 1,888 | +2.7% | 0.01% | -14.3% |
| Q3 2022 | $34,000 | -95.1% | 1,838 | -94.4% | 0.01% | -94.7% |
| Q2 2022 | $690,000 | -14.2% | 32,740 | +1.4% | 0.13% | -10.2% |
| Q1 2022 | $804,000 | +2015.8% | 32,288 | +4422.1% | 0.15% | +2000.0% |
| Q4 2021 | $38,000 | +18.8% | 714 | +2.9% | 0.01% | 0.0% |
| Q3 2021 | $32,000 | 0.0% | 694 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $32,000 | +23.1% | 692 | +9.5% | 0.01% | +16.7% |
| Q1 2021 | $26,000 | +13.0% | 632 | +5.0% | 0.01% | 0.0% |
| Q4 2020 | $23,000 | +9.5% | 602 | +1.3% | 0.01% | 0.0% |
| Q3 2020 | $21,000 | +5.0% | 594 | +2.1% | 0.01% | -14.3% |
| Q2 2020 | $20,000 | +5.3% | 582 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $19,000 | -83.5% | 582 | -76.9% | 0.01% | -86.2% |
| Q4 2019 | $115,000 | – | 2,519 | – | 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% |