SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $586 | +0.2% | 30 | 0.0% | 0.00% | – |
Q1 2023 | $585 | +1.0% | 30 | 0.0% | 0.00% | – |
Q4 2022 | $579 | -42.1% | 30 | 0.0% | 0.00% | -100.0% |
Q3 2022 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $1,000 | 0.0% | 30 | +100.0% | 0.00% | – |
Q4 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | -100.0% |
Q3 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $1,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $1,000 | – | 15 | 0.0% | 0.00% | – |
Q1 2020 | $0 | -100.0% | 15 | -94.5% | 0.00% | -100.0% |
Q3 2019 | $13,000 | +8.3% | 274 | 0.0% | 0.01% | +12.5% |
Q2 2019 | $12,000 | 0.0% | 274 | 0.0% | 0.01% | -11.1% |
Q1 2019 | $12,000 | +9.1% | 274 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $11,000 | 0.0% | 274 | 0.0% | 0.01% | +12.5% |
Q3 2018 | $11,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $11,000 | +10.0% | 274 | 0.0% | 0.01% | +14.3% |
Q1 2018 | $10,000 | -89.1% | 274 | -87.5% | 0.01% | -88.3% |
Q4 2017 | $92,000 | +2.2% | 2,200 | 0.0% | 0.06% | 0.0% |
Q3 2017 | $90,000 | +13.9% | 2,200 | +14.2% | 0.06% | +11.1% |
Q2 2017 | $79,000 | 0.0% | 1,926 | -0.1% | 0.05% | -3.6% |
Q1 2017 | $79,000 | 0.0% | 1,927 | +0.1% | 0.06% | -5.1% |
Q4 2016 | $79,000 | -3.7% | 1,926 | 0.0% | 0.06% | -3.3% |
Q3 2016 | $82,000 | -2.4% | 1,926 | 0.0% | 0.06% | -3.2% |
Q2 2016 | $84,000 | – | 1,926 | – | 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% |