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 2022 | $205,000 | -7.2% | 10,994 | +4.8% | 0.02% | 0.0% |
Q2 2022 | $221,000 | -15.3% | 10,490 | 0.0% | 0.02% | -4.5% |
Q1 2022 | $261,000 | -3.3% | 10,490 | +104.4% | 0.02% | -4.3% |
Q4 2021 | $270,000 | +23.9% | 5,132 | +7.4% | 0.02% | -8.0% |
Q3 2021 | $218,000 | 0.0% | 4,777 | 0.0% | 0.02% | -3.8% |
Q2 2021 | $218,000 | -33.9% | 4,777 | -40.6% | 0.03% | -50.9% |
Q1 2021 | $330,000 | -42.7% | 8,042 | -46.8% | 0.05% | -55.8% |
Q4 2020 | $576,000 | -42.1% | 15,129 | -46.2% | 0.12% | -50.8% |
Q3 2020 | $994,000 | -72.1% | 28,103 | -72.2% | 0.24% | -76.2% |
Q2 2020 | $3,557,000 | – | 101,000 | – | 1.03% | – |
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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% |