SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $3,808,844 | +107.3% | 183,913 | +77.7% | 0.13% | +74.7% |
Q3 2023 | $1,837,409 | -6.6% | 103,516 | +2.8% | 0.08% | -9.6% |
Q2 2023 | $1,966,507 | -13.3% | 100,692 | -13.4% | 0.08% | -21.0% |
Q1 2023 | $2,267,941 | +15.0% | 116,305 | +13.7% | 0.10% | +2.9% |
Q4 2022 | $1,972,357 | +16.0% | 102,248 | +12.4% | 0.10% | +3.0% |
Q3 2022 | $1,701,000 | +29.9% | 91,003 | +46.7% | 0.10% | +22.2% |
Q2 2022 | $1,309,000 | -4.1% | 62,052 | +13.2% | 0.08% | +30.6% |
Q1 2022 | $1,365,000 | +22.8% | 54,839 | +159.9% | 0.06% | +12.7% |
Q4 2021 | $1,112,000 | +11.8% | 21,103 | -3.1% | 0.06% | -28.6% |
Q3 2021 | $995,000 | -9.3% | 21,784 | -9.0% | 0.08% | -13.5% |
Q2 2021 | $1,097,000 | +3.9% | 23,949 | -6.8% | 0.09% | -15.2% |
Q1 2021 | $1,056,000 | +3.7% | 25,707 | -4.1% | 0.10% | -13.9% |
Q4 2020 | $1,018,000 | +5.9% | 26,803 | -1.3% | 0.12% | -12.9% |
Q3 2020 | $961,000 | +0.1% | 27,165 | -0.3% | 0.14% | -6.7% |
Q2 2020 | $960,000 | +191.8% | 27,254 | +171.4% | 0.15% | +172.7% |
Q1 2020 | $329,000 | +62.9% | 10,042 | +121.1% | 0.06% | +52.8% |
Q2 2019 | $202,000 | +0.5% | 4,542 | +0.2% | 0.04% | -5.3% |
Q1 2019 | $201,000 | -20.2% | 4,531 | -25.1% | 0.04% | -30.9% |
Q3 2018 | $252,000 | – | 6,048 | – | 0.06% | – |
Download |
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% |