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 2023 | $435,506 | +82.3% | 24,536 | +100.5% | 0.01% | -7.1% |
| Q2 2023 | $238,958 | +163.5% | 12,235 | +163.1% | 0.01% | +100.0% |
| Q1 2023 | $90,679 | +1.2% | 4,650 | +0.1% | 0.01% | 0.0% |
| Q4 2022 | $89,623 | +69.1% | 4,646 | +64.3% | 0.01% | +40.0% |
| Q3 2022 | $53,000 | +278.6% | 2,827 | +312.1% | 0.01% | +400.0% |
| Q2 2022 | $14,000 | +180.0% | 686 | +270.8% | 0.00% | – |
| Q1 2022 | $5,000 | +150.0% | 185 | +516.7% | 0.00% | – |
| Q4 2021 | $2,000 | +100.0% | 30 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -66.7% | 30 | -67.7% | 0.00% | – |
| Q1 2020 | $3,000 | – | 93 | – | 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% |