SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,046 | -2.1% | 10,601 | -2.3% | 0.01% | 0.0% |
| Q1 2023 | $211,506 | +1.1% | 10,846 | +0.0% | 0.01% | -12.5% |
| Q4 2022 | $209,114 | +3.5% | 10,841 | +0.1% | 0.01% | -11.1% |
| Q3 2022 | $202,000 | -84.7% | 10,833 | -82.8% | 0.01% | -83.9% |
| Q2 2022 | $1,324,000 | -3.7% | 62,802 | +8.1% | 0.06% | +1.8% |
| Q1 2022 | $1,375,000 | -10.6% | 58,080 | +99.0% | 0.06% | +1.9% |
| Q4 2021 | $1,538,000 | +493.8% | 29,188 | +415.2% | 0.05% | +440.0% |
| Q3 2021 | $259,000 | +2.4% | 5,665 | +2.3% | 0.01% | 0.0% |
| Q2 2021 | $253,000 | +11.5% | 5,536 | +0.3% | 0.01% | 0.0% |
| Q1 2021 | $227,000 | 0.0% | 5,517 | -26.6% | 0.01% | -63.0% |
| Q4 2013 | $227,000 | -2.2% | 7,515 | 0.0% | 0.03% | -12.9% |
| Q3 2013 | $232,000 | -36.3% | 7,515 | -33.8% | 0.03% | -44.6% |
| Q2 2013 | $364,000 | – | 11,350 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 471,405 | $14,260,000 | 4.34% |
| Whitnell & Co. | 250,711 | $7,584,000 | 3.48% |
| Vigilant Capital Management, LLC | 304,080 | $9,198,000 | 2.25% |
| Courage Miller Partners, LLC | 72,883 | $2,205,000 | 1.87% |
| Charles Schwab Investment Advisory, Inc. | 1,494,199 | $45,200,000 | 1.68% |
| Madden Advisory Services, Inc. | 51,672 | $1,563,000 | 1.17% |
| Bouchey Financial Group Ltd | 46,703 | $1,467,000 | 1.03% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 52,773 | $1,596,000 | 0.94% |
| Avior Wealth Management, LLC | 26,239 | $794,000 | 0.75% |
| Retirement Planning Group, LLC | 47,932 | $1,450,000 | 0.52% |