SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Fund Evaluation Group, LLC | 1,473,545 | $61,491,000 | 10.15% |
| Premise Capital, LLC | 313,250 | $13,072,000 | 8.51% |
| AVALON CAPITAL MANAGEMENT | 218,171 | $9,104,000 | 8.32% |
| Invst, LLC | 342,736 | $14,169,000 | 7.22% |
| Financial Engines Advisors L.L.C. | 8,695,689 | $362,826,000 | 6.92% |
| HAYS ADVISORY LLC | 240,931 | $10,054,000 | 6.40% |
| MONEYWISE, INC. | 176,344 | $7,359,000 | 6.23% |
| Brand Asset Management Group, Inc. | 188,699 | $7,874,000 | 5.78% |
| Whitnell & Co. | 351,114 | $14,652,000 | 5.78% |
| Moisand Fitzgerald Tamayo, LLC | 222,750 | $9,295,000 | 5.17% |