SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $666,467 | -7.8% | 37,547 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $723,047 | +25.6% | 37,022 | +25.4% | 0.01% | +14.3% |
| Q1 2023 | $575,699 | +7.7% | 29,523 | +6.5% | 0.01% | -63.2% |
| Q4 2022 | $534,700 | +17.3% | 27,719 | +13.6% | 0.02% | +5.6% |
| Q3 2022 | $456,000 | -28.1% | 24,392 | -18.9% | 0.02% | -28.0% |
| Q2 2022 | $634,000 | +70.0% | 30,064 | +100.8% | 0.02% | +92.3% |
| Q1 2022 | $373,000 | +11.3% | 14,971 | +135.3% | 0.01% | +18.2% |
| Q4 2021 | $335,000 | -4.6% | 6,362 | -17.2% | 0.01% | -15.4% |
| Q3 2021 | $351,000 | +466.1% | 7,681 | +339.2% | 0.01% | +333.3% |
| Q2 2020 | $62,000 | +34.8% | 1,749 | +24.1% | 0.00% | 0.0% |
| Q1 2020 | $46,000 | -65.2% | 1,409 | -50.9% | 0.00% | -70.0% |
| Q4 2019 | $132,000 | – | 2,867 | – | 0.01% | – |
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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% |