SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,140 | -7.5% | 120,565 | +1.8% | 0.90% | -2.3% |
| Q2 2023 | $2,314 | -0.3% | 118,461 | -0.5% | 0.92% | -5.0% |
| Q1 2023 | $2,322 | +2.3% | 119,060 | +1.2% | 0.97% | -3.4% |
| Q4 2022 | $2,269 | -99.9% | 117,615 | +10.1% | 1.01% | +7.9% |
| Q3 2022 | $1,996,000 | -15.2% | 106,810 | +3.7% | 0.93% | -1.8% |
| Q2 2022 | $2,354,000 | -7.7% | 102,994 | +0.5% | 0.95% | +2.0% |
| Q1 2022 | $2,550,000 | -1.0% | 102,435 | +109.5% | 0.93% | +1.1% |
| Q4 2021 | $2,576,000 | +19.0% | 48,897 | +3.2% | 0.92% | +14.7% |
| Q3 2021 | $2,165,000 | -5.2% | 47,388 | -5.0% | 0.80% | -5.3% |
| Q2 2021 | $2,284,000 | -7.1% | 49,887 | -16.6% | 0.85% | -0.4% |
| Q1 2021 | $2,458,000 | +20.7% | 59,813 | +11.6% | 0.85% | +6.8% |
| Q4 2020 | $2,036,000 | +25.8% | 53,615 | +17.2% | 0.80% | +8.9% |
| Q3 2020 | $1,618,000 | – | 45,750 | – | 0.73% | – |
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% |