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 | $16,898 | -4.9% | 952 | +4.6% | 0.00% | 0.0% |
| Q2 2023 | $17,772 | +0.2% | 910 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $17,745 | +2.9% | 910 | +1.8% | 0.01% | 0.0% |
| Q4 2022 | $17,245 | +1.4% | 894 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $17,000 | -10.5% | 894 | +1.0% | 0.01% | -16.7% |
| Q2 2022 | $19,000 | -9.5% | 885 | +5.5% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | 0.0% | 839 | +113.5% | 0.01% | 0.0% |
| Q4 2021 | $21,000 | +23.5% | 393 | +4.5% | 0.01% | 0.0% |
| Q3 2021 | $17,000 | +30.8% | 376 | +34.3% | 0.01% | +50.0% |
| Q2 2021 | $13,000 | +62.5% | 280 | +42.9% | 0.00% | +33.3% |
| Q1 2021 | $8,000 | +14.3% | 196 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | 0.0% | 196 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 196 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $7,000 | +16.7% | 196 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -33.3% | 196 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $9,000 | 0.0% | 196 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $9,000 | – | 196 | – | 0.01% | – |
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% |