SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,014,000 | -43.8% | 24,948 | -43.8% | 0.30% | -39.8% |
| Q2 2017 | $1,804,000 | +101.1% | 44,388 | +101.9% | 0.50% | +78.1% |
| Q1 2017 | $897,000 | +1.5% | 21,988 | +2.1% | 0.28% | +11.6% |
| Q4 2016 | $884,000 | -2.5% | 21,532 | +1.3% | 0.25% | -3.5% |
| Q3 2016 | $907,000 | 0.0% | 21,262 | +1.8% | 0.26% | -7.2% |
| Q2 2016 | $907,000 | -51.3% | 20,891 | -53.5% | 0.28% | -46.8% |
| Q1 2016 | $1,862,000 | -12.1% | 44,965 | -15.8% | 0.52% | -14.5% |
| Q4 2015 | $2,118,000 | +4.4% | 53,419 | -2.1% | 0.61% | +2.3% |
| Q3 2015 | $2,029,000 | +35.6% | 54,567 | +32.5% | 0.60% | +48.4% |
| Q2 2015 | $1,496,000 | -2.9% | 41,194 | +8.5% | 0.40% | +13.5% |
| Q1 2015 | $1,540,000 | – | 37,972 | – | 0.36% | – |
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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% |