SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $364,000 | -23.7% | 17,247 | -10.0% | 0.22% | -7.6% |
| Q1 2022 | $477,000 | -8.3% | 19,170 | +94.3% | 0.24% | +13.4% |
| Q4 2021 | $520,000 | +26.8% | 9,866 | +9.8% | 0.21% | -0.5% |
| Q3 2021 | $410,000 | +5.9% | 8,982 | +6.4% | 0.21% | +34.6% |
| Q2 2021 | $387,000 | +11.5% | 8,445 | +0.1% | 0.16% | +8.3% |
| Q1 2021 | $347,000 | +13.8% | 8,439 | +5.2% | 0.14% | -9.4% |
| Q4 2020 | $305,000 | +11.3% | 8,023 | +3.7% | 0.16% | -7.0% |
| Q3 2020 | $274,000 | +2.6% | 7,739 | +2.0% | 0.17% | -0.6% |
| Q2 2020 | $267,000 | -1.8% | 7,587 | +24.1% | 0.17% | +50.9% |
| Q1 2019 | $272,000 | – | 6,116 | – | 0.11% | – |
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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% |