SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 219 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $673,940 | -51.5% | 34,561 | -52.1% | 0.00% | – |
Q4 2022 | $1,390,694 | +127.6% | 72,094 | +120.6% | 0.00% | – |
Q3 2022 | $611,000 | -9.3% | 32,674 | +2.2% | 0.00% | – |
Q2 2022 | $674,000 | +6.1% | 31,974 | +25.3% | 0.00% | – |
Q1 2022 | $635,000 | -28.2% | 25,524 | +52.1% | 0.00% | – |
Q4 2021 | $884,000 | +12.3% | 16,780 | -2.6% | 0.00% | – |
Q3 2021 | $787,000 | -11.0% | 17,230 | -10.7% | 0.00% | – |
Q2 2021 | $884,000 | +8.2% | 19,299 | -2.9% | 0.00% | – |
Q1 2021 | $817,000 | +15.1% | 19,879 | +6.3% | 0.00% | – |
Q4 2020 | $710,000 | +9.7% | 18,708 | +2.2% | 0.00% | – |
Q3 2020 | $647,000 | +3.2% | 18,303 | +2.8% | 0.00% | – |
Q2 2020 | $627,000 | +31.7% | 17,797 | +22.4% | 0.00% | – |
Q1 2020 | $476,000 | -25.6% | 14,543 | +4.4% | 0.00% | – |
Q4 2019 | $640,000 | -1.8% | 13,931 | +0.8% | 0.00% | – |
Q3 2019 | $652,000 | +13.4% | 13,824 | +6.8% | 0.00% | – |
Q2 2019 | $575,000 | -2.4% | 12,946 | -2.4% | 0.00% | – |
Q1 2019 | $589,000 | +24.0% | 13,268 | +7.6% | 0.00% | – |
Q4 2018 | $475,000 | -7.6% | 12,327 | 0.0% | 0.00% | – |
Q3 2018 | $514,000 | -0.2% | 12,327 | 0.0% | 0.00% | – |
Q2 2018 | $515,000 | -1.3% | 12,327 | -9.6% | 0.00% | – |
Q1 2018 | $522,000 | -1.9% | 13,631 | +6.5% | 0.00% | – |
Q4 2017 | $532,000 | +3.9% | 12,794 | +2.6% | 0.00% | – |
Q3 2017 | $512,000 | -0.4% | 12,465 | 0.0% | 0.00% | – |
Q2 2017 | $514,000 | +11.7% | 12,465 | +10.6% | 0.00% | – |
Q1 2017 | $460,000 | +73.6% | 11,272 | +74.8% | 0.00% | – |
Q4 2016 | $265,000 | – | 6,450 | – | 0.00% | – |
Download |
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% |