SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 392 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,330 | -18.3% | 17,470 | -8.4% | 0.05% | -15.6% |
| Q2 2023 | $372,654 | +0.0% | 19,081 | -0.1% | 0.06% | -5.9% |
| Q1 2023 | $372,589 | +15.7% | 19,107 | +108.9% | 0.07% | -20.0% |
| Q2 2020 | $322,000 | +3.9% | 9,148 | -3.5% | 0.08% | -10.5% |
| Q1 2020 | $310,000 | -45.5% | 9,478 | -23.5% | 0.10% | -36.7% |
| Q4 2019 | $569,000 | -11.9% | 12,388 | -9.9% | 0.15% | -25.0% |
| Q3 2019 | $646,000 | -76.9% | 13,753 | -78.2% | 0.20% | -77.9% |
| Q2 2019 | $2,799,000 | +2.0% | 62,991 | +2.0% | 0.90% | -0.3% |
| Q1 2019 | $2,743,000 | +12.3% | 61,730 | +3.5% | 0.91% | +5.1% |
| Q4 2018 | $2,442,000 | -8.6% | 59,659 | -6.8% | 0.86% | -2.7% |
| Q3 2018 | $2,671,000 | +6.3% | 64,017 | +6.4% | 0.89% | -4.4% |
| Q2 2018 | $2,513,000 | – | 60,152 | – | 0.93% | – |
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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% |