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 | $13,029 | -9.1% | 734 | 0.0% | 0.01% | +14.3% |
Q2 2023 | $14,335 | +0.2% | 734 | 0.0% | 0.01% | -12.5% |
Q1 2023 | $14,313 | +102135.7% | 734 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $14 | -99.9% | 734 | 0.0% | 0.01% | -11.1% |
Q3 2022 | $14,000 | -6.7% | 734 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $15,000 | -16.7% | 734 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $18,000 | -5.3% | 734 | +100.0% | 0.01% | -10.0% |
Q4 2021 | $19,000 | +11.8% | 367 | 0.0% | 0.01% | +11.1% |
Q3 2021 | $17,000 | +54.5% | 367 | +55.5% | 0.01% | +50.0% |
Q2 2021 | $11,000 | +10.0% | 236 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $10,000 | +150.0% | 236 | +110.7% | 0.01% | +200.0% |
Q4 2020 | $4,000 | 0.0% | 112 | 0.0% | 0.00% | -33.3% |
Q3 2020 | $4,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $4,000 | 0.0% | 112 | 0.0% | 0.00% | -25.0% |
Q1 2020 | $4,000 | -20.0% | 112 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $5,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $5,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $5,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $5,000 | +25.0% | 112 | 0.0% | 0.00% | +33.3% |
Q4 2018 | $4,000 | -20.0% | 112 | 0.0% | 0.00% | -25.0% |
Q3 2018 | $5,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $5,000 | +25.0% | 112 | 0.0% | 0.00% | +33.3% |
Q1 2018 | $4,000 | -20.0% | 112 | 0.0% | 0.00% | -25.0% |
Q4 2017 | $5,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $5,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $5,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $5,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $5,000 | – | 112 | – | 0.00% | – |
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% |