SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,638 | -79.9% | 543 | -78.1% | 0.00% | – |
| Q4 2022 | $47,858 | -38.6% | 2,481 | -40.9% | 0.00% | – |
| Q3 2022 | $78,000 | -89.6% | 4,200 | -86.1% | 0.00% | -100.0% |
| Q1 2022 | $751,000 | +615.2% | 30,174 | +1408.7% | 0.01% | +500.0% |
| Q4 2021 | $105,000 | -21.1% | 2,000 | -31.6% | 0.00% | -50.0% |
| Q3 2021 | $133,000 | -75.1% | 2,922 | -75.0% | 0.00% | -66.7% |
| Q2 2021 | $534,000 | +1425.7% | 11,667 | +1263.0% | 0.01% | +500.0% |
| Q1 2021 | $35,000 | +40.0% | 856 | +30.7% | 0.00% | – |
| Q4 2020 | $25,000 | – | 655 | – | 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% |