SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,053 | -34.7% | 16,003 | -28.2% | 0.01% | -37.5% |
| Q2 2023 | $434,992 | -16.5% | 22,273 | -16.7% | 0.01% | -20.0% |
| Q1 2023 | $521,118 | +14.1% | 26,724 | +12.9% | 0.01% | +11.1% |
| Q4 2022 | $456,710 | -49.9% | 23,676 | -51.5% | 0.01% | -55.0% |
| Q3 2022 | $912,000 | -11.4% | 48,774 | 0.0% | 0.02% | -9.1% |
| Q2 2022 | $1,029,000 | -14.8% | 48,774 | +0.5% | 0.02% | 0.0% |
| Q1 2022 | $1,208,000 | +191.1% | 48,514 | +516.4% | 0.02% | +214.3% |
| Q4 2021 | $415,000 | +15.3% | 7,871 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $360,000 | 0.0% | 7,871 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $360,000 | – | 7,871 | – | 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% |