SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $192,021 | -20.3% | 10,818 | -12.3% | 0.12% | -19.6% |
| Q2 2023 | $240,971 | -18.8% | 12,338 | -18.9% | 0.14% | -23.5% |
| Q1 2023 | $296,681 | -9.6% | 15,214 | -10.6% | 0.19% | -13.4% |
| Q4 2022 | $328,358 | +1.3% | 17,022 | -1.7% | 0.22% | -5.7% |
| Q3 2022 | $324,000 | -13.1% | 17,317 | -2.2% | 0.23% | -6.5% |
| Q2 2022 | $373,000 | -18.9% | 17,706 | +102.7% | 0.24% | -2.8% |
| Q4 2021 | $460,000 | +4.5% | 8,737 | -50.6% | 0.25% | -0.8% |
| Q1 2021 | $440,000 | – | 17,670 | – | 0.25% | – |
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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% |