SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 418 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,550 | -9.1% | 200 | 0.0% | 0.00% | – |
| Q2 2023 | $3,906 | +0.2% | 200 | 0.0% | 0.00% | – |
| Q1 2023 | $3,900 | -96.3% | 200 | -96.3% | 0.00% | -100.0% |
| Q4 2022 | $104,880 | +22.0% | 5,437 | +18.8% | 0.00% | +50.0% |
| Q3 2022 | $86,000 | -14.0% | 4,576 | -3.3% | 0.00% | -33.3% |
| Q2 2022 | $100,000 | -9.9% | 4,734 | +5.9% | 0.00% | 0.0% |
| Q1 2022 | $111,000 | +2120.0% | 4,470 | +4370.0% | 0.00% | – |
| Q4 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | +25.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | +33.3% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 100 | -1.0% | 0.00% | – |
| Q2 2020 | $3,000 | -84.2% | 101 | -83.3% | 0.00% | -100.0% |
| Q1 2020 | $19,000 | -32.1% | 606 | -1.3% | 0.00% | 0.0% |
| Q4 2019 | $28,000 | +12.0% | 614 | +14.1% | 0.00% | +100.0% |
| Q3 2019 | $25,000 | – | 538 | – | 0.00% | – |
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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% |