SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $179,528 | -22.9% | 10,114 | +129.0% | 0.12% | -19.6% |
| Q4 2021 | $233,000 | +15.9% | 4,417 | +0.5% | 0.15% | +5.0% |
| Q3 2021 | $201,000 | +0.5% | 4,394 | +0.8% | 0.14% | +2.2% |
| Q2 2021 | $200,000 | -14.2% | 4,358 | -34.0% | 0.14% | -36.4% |
| Q2 2020 | $233,000 | +9.4% | 6,602 | -0.6% | 0.22% | -9.2% |
| Q1 2020 | $213,000 | -42.7% | 6,639 | -19.3% | 0.24% | -23.6% |
| Q4 2019 | $372,000 | -4.4% | 8,224 | -2.3% | 0.31% | -6.3% |
| Q3 2019 | $389,000 | -0.3% | 8,418 | -1.4% | 0.33% | -6.4% |
| Q2 2019 | $390,000 | +2.6% | 8,535 | +0.6% | 0.36% | +4.1% |
| Q1 2019 | $380,000 | -5.7% | 8,480 | -17.5% | 0.34% | -16.9% |
| Q4 2018 | $403,000 | -2.2% | 10,280 | +1.6% | 0.41% | +1.5% |
| Q3 2018 | $412,000 | +5.9% | 10,123 | +7.8% | 0.41% | +23.0% |
| Q2 2018 | $389,000 | +6.6% | 9,389 | +0.2% | 0.33% | +4.7% |
| Q1 2018 | $365,000 | -10.8% | 9,374 | -6.5% | 0.32% | -15.3% |
| Q4 2017 | $409,000 | – | 10,029 | – | 0.37% | – |
Download | ||||||
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% |