SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $438,000 | -31.6% | 23,441 | -22.8% | 0.00% | – |
| Q2 2022 | $640,000 | -15.1% | 30,364 | +0.2% | 0.00% | – |
| Q1 2022 | $754,000 | -5.9% | 30,296 | +99.3% | 0.00% | – |
| Q4 2021 | $801,000 | +2980.8% | 15,202 | +3997.6% | 0.00% | – |
| Q3 2020 | $26,000 | +116.7% | 371 | +6.0% | 0.00% | – |
| Q2 2020 | $12,000 | -66.7% | 350 | -56.4% | 0.00% | – |
| Q4 2019 | $36,000 | +24.1% | 803 | +26.3% | 0.00% | – |
| Q3 2019 | $29,000 | – | 636 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Fund Evaluation Group, LLC | 1,473,545 | $61,491,000 | 10.15% |
| Premise Capital, LLC | 313,250 | $13,072,000 | 8.51% |
| AVALON CAPITAL MANAGEMENT | 218,171 | $9,104,000 | 8.32% |
| Invst, LLC | 342,736 | $14,169,000 | 7.22% |
| Financial Engines Advisors L.L.C. | 8,695,689 | $362,826,000 | 6.92% |
| HAYS ADVISORY LLC | 240,931 | $10,054,000 | 6.40% |
| MONEYWISE, INC. | 176,344 | $7,359,000 | 6.23% |
| Brand Asset Management Group, Inc. | 188,699 | $7,874,000 | 5.78% |
| Whitnell & Co. | 351,114 | $14,652,000 | 5.78% |
| Moisand Fitzgerald Tamayo, LLC | 222,750 | $9,295,000 | 5.17% |