SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $371,745 | -1.8% | 17,950 | -15.8% | 0.08% | -9.1% |
Q3 2023 | $378,519 | -13.0% | 21,325 | -4.3% | 0.09% | -9.3% |
Q2 2023 | $435,324 | -9.3% | 22,290 | -10.4% | 0.10% | -15.7% |
Q4 2022 | $479,858 | -99.9% | 24,876 | -2.2% | 0.12% | -7.3% |
Q3 2022 | $475,567,000 | -21.2% | 25,445 | -9.6% | 0.12% | -16.8% |
Q2 2022 | $603,820,000 | -21.5% | 28,137 | -8.9% | 0.15% | -16.8% |
Q1 2022 | $768,753,000 | -7.5% | 30,886 | +95.8% | 0.18% | -4.8% |
Q4 2021 | $831,290,000 | +2.8% | 15,777 | -10.9% | 0.19% | -3.6% |
Q3 2021 | $808,947,000 | -4.7% | 17,709 | -4.1% | 0.20% | -4.4% |
Q2 2021 | $849,250,000 | -30.3% | 18,474 | -36.6% | 0.20% | -34.6% |
Q1 2021 | $1,218,883,000 | -37.2% | 29,132 | -43.0% | 0.31% | -38.9% |
Q4 2020 | $1,939,356,000 | -24.0% | 51,076 | -29.2% | 0.51% | -34.0% |
Q3 2020 | $2,550,955,000 | +24.3% | 72,122 | +23.8% | 0.77% | +17.6% |
Q2 2020 | $2,052,410,000 | +91.9% | 58,274 | +65.8% | 0.66% | +59.7% |
Q1 2020 | $1,069,645,000 | -35.1% | 35,151 | -1.4% | 0.41% | -18.3% |
Q4 2019 | $1,647,248,000 | – | 35,647 | – | 0.50% | – |
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% |