SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $434,922 | -6.2% | 24,501 | +3.2% | 0.01% | -37.5% |
Q2 2023 | $463,614 | +1.9% | 23,739 | +1.7% | 0.01% | 0.0% |
Q1 2023 | $455,096 | +12.7% | 23,338 | +11.5% | 0.01% | 0.0% |
Q4 2022 | $403,768 | +65.5% | 20,931 | +61.0% | 0.01% | +60.0% |
Q3 2022 | $244,000 | -17.3% | 12,998 | -6.9% | 0.01% | -16.7% |
Q2 2022 | $295,000 | -32.0% | 13,966 | -20.0% | 0.01% | 0.0% |
Q1 2022 | $434,000 | +15.4% | 17,456 | +144.6% | 0.01% | -40.0% |
Q4 2021 | $376,000 | +52.8% | 7,137 | +32.6% | 0.01% | +66.7% |
Q3 2021 | $246,000 | +8.8% | 5,383 | +9.0% | 0.01% | -25.0% |
Q2 2021 | $226,000 | -29.2% | 4,940 | -28.9% | 0.01% | -91.9% |
Q4 2019 | $319,000 | +28.6% | 6,944 | +24.6% | 0.10% | +10.0% |
Q2 2019 | $248,000 | – | 5,574 | – | 0.09% | – |
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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% |