SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $74,000 | -59.3% | 3,510 | -52.1% | 0.05% | -53.2% |
| Q1 2022 | $182,000 | +810.0% | 7,330 | +1585.1% | 0.11% | +825.0% |
| Q3 2021 | $20,000 | 0.0% | 435 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $20,000 | +11.1% | 435 | 0.0% | 0.01% | +50.0% |
| Q1 2021 | $18,000 | +5.9% | 435 | 0.0% | 0.01% | -33.3% |
| Q4 2020 | $17,000 | -19.0% | 435 | -25.6% | 0.01% | -36.8% |
| Q2 2020 | $21,000 | -43.2% | 585 | -48.2% | 0.02% | -53.7% |
| Q1 2020 | $37,000 | -28.8% | 1,130 | 0.0% | 0.04% | -12.8% |
| Q4 2019 | $52,000 | -1.9% | 1,130 | 0.0% | 0.05% | -14.5% |
| Q3 2019 | $53,000 | +6.0% | 1,130 | 0.0% | 0.06% | +5.8% |
| Q2 2019 | $50,000 | -95.6% | 1,130 | -97.8% | 0.05% | -38.1% |
| Q1 2019 | $1,130,000 | – | 50,429 | – | 0.08% | – |
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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% |