SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $345,368 | +1.7% | 19,457 | +11.8% | 0.15% | +4.3% |
Q2 2023 | $339,758 | -0.5% | 17,397 | -0.7% | 0.14% | -7.8% |
Q1 2023 | $341,457 | +3.5% | 17,511 | +2.3% | 0.15% | -7.8% |
Q4 2022 | $330,026 | +36.4% | 17,109 | +32.2% | 0.17% | +23.9% |
Q3 2022 | $242,000 | -51.0% | 12,946 | -44.7% | 0.13% | -55.3% |
Q2 2022 | $494,000 | +106.7% | 23,404 | +144.1% | 0.30% | +117.4% |
Q1 2022 | $239,000 | -4.4% | 9,586 | +101.8% | 0.14% | -8.6% |
Q4 2021 | $250,000 | +14.7% | 4,750 | -0.6% | 0.15% | +1.3% |
Q3 2021 | $218,000 | -0.9% | 4,780 | -0.2% | 0.15% | -1.3% |
Q2 2021 | $220,000 | -1.3% | 4,791 | -11.8% | 0.15% | -23.0% |
Q1 2021 | $223,000 | – | 5,429 | – | 0.20% | – |
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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% |