SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,165,970 | +79.4% | 60,444 | +73.7% | 0.18% | +74.5% |
| Q3 2022 | $650,000 | +141.6% | 34,789 | +491.4% | 0.10% | +112.5% |
| Q3 2021 | $269,000 | -10.3% | 5,882 | -10.3% | 0.05% | -20.0% |
| Q2 2021 | $300,000 | -34.9% | 6,559 | -41.6% | 0.06% | -44.4% |
| Q1 2021 | $461,000 | – | 11,224 | – | 0.11% | – |
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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% |