SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $346,000 | +15.3% | 16,409 | +36.3% | 0.06% | +30.2% |
| Q1 2022 | $300,000 | -5.4% | 12,040 | +100.0% | 0.04% | -17.3% |
| Q4 2021 | $317,000 | +15.3% | 6,020 | 0.0% | 0.05% | -18.8% |
| Q3 2021 | $275,000 | -0.4% | 6,020 | 0.0% | 0.06% | -1.5% |
| Q2 2021 | $276,000 | +13.1% | 6,020 | +1.3% | 0.06% | -5.8% |
| Q1 2021 | $244,000 | +8.0% | 5,945 | 0.0% | 0.07% | 0.0% |
| Q4 2020 | $226,000 | +4.6% | 5,945 | -2.9% | 0.07% | -8.0% |
| Q3 2020 | $216,000 | 0.0% | 6,120 | 0.0% | 0.08% | -6.2% |
| Q2 2020 | $216,000 | – | 6,120 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fund Evaluation Group, LLC | 1,473,545 | $61,491,000 | 10.15% |
| Premise Capital, LLC | 313,250 | $13,072,000 | 8.51% |
| AVALON CAPITAL MANAGEMENT | 218,171 | $9,104,000 | 8.32% |
| Invst, LLC | 342,736 | $14,169,000 | 7.22% |
| Financial Engines Advisors L.L.C. | 8,695,689 | $362,826,000 | 6.92% |
| HAYS ADVISORY LLC | 240,931 | $10,054,000 | 6.40% |
| MONEYWISE, INC. | 176,344 | $7,359,000 | 6.23% |
| Brand Asset Management Group, Inc. | 188,699 | $7,874,000 | 5.78% |
| Whitnell & Co. | 351,114 | $14,652,000 | 5.78% |
| Moisand Fitzgerald Tamayo, LLC | 222,750 | $9,295,000 | 5.17% |