SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $23,147 | -54.0% | 1,304 | -49.4% | 0.00% | – |
Q2 2023 | $50,368 | -16.8% | 2,579 | -16.9% | 0.00% | -100.0% |
Q1 2023 | $60,548 | -3.5% | 3,105 | -4.6% | 0.00% | 0.0% |
Q4 2022 | $62,769 | +318.5% | 3,254 | +311.4% | 0.00% | – |
Q3 2022 | $15,000 | -11.8% | 791 | 0.0% | 0.00% | – |
Q2 2022 | $17,000 | -15.0% | 791 | 0.0% | 0.00% | – |
Q1 2022 | $20,000 | -4.8% | 791 | +99.7% | 0.00% | – |
Q4 2021 | $21,000 | +16.7% | 396 | +0.3% | 0.00% | – |
Q3 2021 | $18,000 | 0.0% | 395 | 0.0% | 0.00% | – |
Q2 2021 | $18,000 | +12.5% | 395 | 0.0% | 0.00% | – |
Q1 2021 | $16,000 | +6.7% | 395 | 0.0% | 0.00% | – |
Q4 2020 | $15,000 | +7.1% | 395 | 0.0% | 0.00% | – |
Q3 2020 | $14,000 | 0.0% | 395 | 0.0% | 0.00% | – |
Q2 2020 | $14,000 | -60.0% | 395 | -47.3% | 0.00% | -100.0% |
Q3 2019 | $35,000 | +12.9% | 749 | -0.1% | 0.00% | 0.0% |
Q3 2017 | $31,000 | -41.5% | 750 | -39.8% | 0.00% | 0.0% |
Q3 2016 | $53,000 | -1.9% | 1,245 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $54,000 | – | 1,245 | – | 0.00% | – |
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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% |