SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,006 | -8.8% | 3,043 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $59,220 | -60.2% | 3,032 | -60.3% | 0.00% | -66.7% |
| Q1 2023 | $148,895 | +62199.2% | 7,636 | -38.4% | 0.01% | -53.8% |
| Q4 2022 | $239 | -98.4% | 12,400 | +1451.9% | 0.01% | +1200.0% |
| Q3 2022 | $15,000 | -59.5% | 799 | -54.7% | 0.00% | -50.0% |
| Q2 2022 | $37,000 | -92.1% | 1,764 | -90.7% | 0.00% | -84.6% |
| Q1 2022 | $470,000 | +29.8% | 18,885 | +174.9% | 0.01% | +62.5% |
| Q4 2021 | $362,000 | +7.7% | 6,870 | -6.5% | 0.01% | -11.1% |
| Q3 2021 | $336,000 | -7.2% | 7,346 | -7.1% | 0.01% | -10.0% |
| Q2 2021 | $362,000 | +11.0% | 7,909 | -0.2% | 0.01% | +11.1% |
| Q1 2021 | $326,000 | – | 7,925 | – | 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% |