SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,802,267 | +92.6% | 143,706 | +84.6% | 0.00% | 0.0% |
| Q3 2022 | $1,455,000 | -15.8% | 77,848 | -5.0% | 0.00% | 0.0% |
| Q2 2022 | $1,729,000 | -47.4% | 81,978 | -12.1% | 0.00% | -50.0% |
| Q2 2020 | $3,285,000 | +132.3% | 93,281 | +116.0% | 0.00% | +100.0% |
| Q1 2020 | $1,414,000 | -72.0% | 43,195 | -60.7% | 0.00% | -85.7% |
| Q4 2019 | $5,046,000 | -10.9% | 109,797 | -13.9% | 0.01% | -30.0% |
| Q2 2019 | $5,664,000 | +551.8% | 127,456 | +464.6% | 0.01% | +400.0% |
| Q4 2018 | $869,000 | -74.0% | 22,575 | -71.8% | 0.00% | -75.0% |
| Q2 2018 | $3,344,000 | +18.7% | 80,043 | +8.7% | 0.01% | +14.3% |
| Q1 2018 | $2,817,000 | +342.9% | 73,637 | +382.1% | 0.01% | +250.0% |
| Q4 2017 | $636,000 | -26.8% | 15,274 | -27.7% | 0.00% | -33.3% |
| Q3 2017 | $869,000 | -49.1% | 21,129 | -49.0% | 0.00% | -50.0% |
| Q2 2017 | $1,708,000 | -63.2% | 41,443 | -63.6% | 0.01% | -71.4% |
| Q1 2017 | $4,646,000 | +2177.5% | 113,924 | +2282.8% | 0.02% | +2000.0% |
| Q3 2016 | $204,000 | -85.5% | 4,781 | -86.0% | 0.00% | -87.5% |
| Q1 2016 | $1,411,000 | -24.0% | 34,077 | -27.2% | 0.01% | -33.3% |
| Q4 2015 | $1,857,000 | -19.7% | 46,839 | -24.7% | 0.01% | -14.3% |
| Q3 2015 | $2,313,000 | +7.7% | 62,189 | +5.2% | 0.01% | 0.0% |
| Q2 2015 | $2,148,000 | +176.1% | 59,132 | +196.2% | 0.01% | +133.3% |
| Q4 2014 | $778,000 | -84.2% | 19,966 | -86.2% | 0.01% | -88.0% |
| Q3 2014 | $4,935,000 | – | 144,886 | – | 0.05% | – |
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% |