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 | $19,000 | -42.4% | 1,018 | -35.8% | 0.00% | -100.0% |
| Q2 2022 | $33,000 | -15.4% | 1,586 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $39,000 | -18.8% | 1,586 | +72.8% | 0.00% | 0.0% |
| Q4 2021 | $48,000 | +23.1% | 918 | +8.9% | 0.00% | 0.0% |
| Q3 2021 | $39,000 | +5.4% | 843 | +4.5% | 0.00% | 0.0% |
| Q2 2021 | $37,000 | +12.1% | 807 | +0.9% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | +10.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $30,000 | -23.1% | 800 | -27.3% | 0.00% | 0.0% |
| Q3 2020 | $39,000 | 0.0% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $39,000 | -30.4% | 1,100 | -35.3% | 0.00% | -50.0% |
| Q1 2020 | $56,000 | +1020.0% | 1,700 | +1340.7% | 0.00% | – |
| Q4 2018 | $5,000 | -82.1% | 118 | -81.5% | 0.00% | -100.0% |
| Q2 2016 | $28,000 | +7.7% | 638 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $26,000 | +4.0% | 638 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $25,000 | +38.9% | 638 | +37.5% | 0.00% | 0.0% |
| Q4 2014 | $18,000 | +12.5% | 464 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $16,000 | 0.0% | 464 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $16,000 | – | 464 | – | 0.00% | – |
Download | ||||||
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% |