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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,170 | -68.7% | 60 | -69.1% | 0.00% | -50.0% |
| Q4 2022 | $3,733 | -6.7% | 194 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 193 | -3.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | +100.0% | 199 | +563.3% | 0.00% | +100.0% |
| Q4 2021 | $2,000 | -77.8% | 30 | -85.4% | 0.00% | -83.3% |
| Q3 2021 | $9,000 | +28.6% | 205 | +37.6% | 0.01% | +50.0% |
| Q2 2021 | $7,000 | -30.0% | 149 | -41.3% | 0.00% | -42.9% |
| Q1 2021 | $10,000 | +66.7% | 254 | +61.8% | 0.01% | +40.0% |
| Q4 2020 | $6,000 | -62.5% | 157 | -65.6% | 0.01% | -68.8% |
| Q3 2020 | $16,000 | – | 457 | – | 0.02% | – |
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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% |