SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212 | -9.4% | 12 | 0.0% | 0.00% | – |
| Q2 2023 | $234 | +1.3% | 12 | 0.0% | 0.00% | – |
| Q1 2023 | $231 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2022 | $231 | – | 12 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | – | 12 | +100.0% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 6 | -99.0% | 0.00% | -100.0% |
| Q3 2021 | $27,000 | 0.0% | 594 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $27,000 | +12.5% | 592 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $24,000 | +4.3% | 589 | -10.1% | 0.01% | -16.7% |
| Q3 2020 | $23,000 | 0.0% | 655 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $23,000 | +9.5% | 651 | +0.6% | 0.01% | 0.0% |
| Q1 2020 | $21,000 | -62.5% | 647 | -46.6% | 0.01% | -53.8% |
| Q4 2019 | $56,000 | – | 1,212 | – | 0.01% | – |
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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% |