SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $445,081 | +9.4% | 25,075 | +20.4% | 0.08% | +11.8% |
Q2 2023 | $406,810 | +17.2% | 20,830 | +17.0% | 0.08% | +11.8% |
Q1 2023 | $347,081 | +42.4% | 17,799 | +40.9% | 0.07% | +30.8% |
Q4 2022 | $243,652 | +12.3% | 12,631 | +8.9% | 0.05% | 0.0% |
Q3 2022 | $217,000 | -13.2% | 11,596 | -2.0% | 0.05% | -11.9% |
Q2 2022 | $250,000 | -19.4% | 11,834 | -5.0% | 0.06% | -4.8% |
Q1 2022 | $310,000 | -2.5% | 12,453 | +106.3% | 0.06% | +1.6% |
Q4 2021 | $318,000 | +14.0% | 6,036 | -1.0% | 0.06% | +15.1% |
Q3 2021 | $279,000 | +1.8% | 6,099 | +1.9% | 0.05% | -1.9% |
Q2 2021 | $274,000 | +9.2% | 5,987 | -2.0% | 0.05% | -40.0% |
Q1 2021 | $251,000 | +21.3% | 6,109 | +11.9% | 0.09% | +26.8% |
Q4 2020 | $207,000 | – | 5,459 | – | 0.07% | – |
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% |