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 2023 | $240,258 | -34.9% | 12,302 | -35.0% | 0.00% | -50.0% |
| Q1 2023 | $369,185 | +50.7% | 18,933 | +49.1% | 0.00% | +100.0% |
| Q4 2022 | $244,906 | -99.9% | 12,696 | -53.5% | 0.00% | -33.3% |
| Q3 2022 | $255,255,000 | +81975.6% | 27,324 | +118.7% | 0.00% | 0.0% |
| Q1 2022 | $311,000 | -15.5% | 12,492 | +79.0% | 0.00% | -25.0% |
| Q4 2021 | $368,000 | -42.4% | 6,979 | -50.1% | 0.00% | -33.3% |
| Q3 2021 | $639,000 | +177.8% | 13,983 | +178.1% | 0.01% | +100.0% |
| Q2 2021 | $230,000 | -16.4% | 5,028 | -24.7% | 0.00% | 0.0% |
| Q1 2021 | $275,000 | -76.5% | 6,681 | -78.6% | 0.00% | -78.6% |
| Q4 2020 | $1,170,000 | -99.6% | 31,160 | +22981.5% | 0.01% | +133.3% |
| Q3 2020 | $305,000,000 | – | 135 | – | 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% |