SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,063 | -7.3% | 59,897 | +2.0% | 0.00% | -25.0% |
| Q2 2023 | $1,147 | -0.9% | 58,716 | -1.0% | 0.00% | 0.0% |
| Q1 2023 | $1,157 | +3.0% | 59,333 | +1.9% | 0.00% | 0.0% |
| Q4 2022 | $1,123 | -99.9% | 58,229 | +5.5% | 0.00% | 0.0% |
| Q3 2022 | $1,031,000 | -13.7% | 55,176 | -2.5% | 0.00% | -20.0% |
| Q2 2022 | $1,194,000 | -27.8% | 56,596 | -14.8% | 0.01% | -16.7% |
| Q1 2022 | $1,653,000 | -10.7% | 66,397 | +88.9% | 0.01% | -14.3% |
| Q4 2021 | $1,852,000 | +16.3% | 35,146 | +0.8% | 0.01% | 0.0% |
| Q3 2021 | $1,593,000 | -0.9% | 34,869 | -0.7% | 0.01% | -12.5% |
| Q2 2021 | $1,608,000 | +16.1% | 35,126 | +4.2% | 0.01% | +14.3% |
| Q1 2021 | $1,385,000 | +11.2% | 33,714 | +2.8% | 0.01% | 0.0% |
| Q4 2020 | $1,245,000 | +5.2% | 32,791 | -2.0% | 0.01% | 0.0% |
| Q3 2020 | $1,183,000 | +78.4% | 33,454 | +77.7% | 0.01% | +75.0% |
| Q2 2020 | $663,000 | -41.2% | 18,831 | -45.3% | 0.00% | -55.6% |
| Q1 2020 | $1,127,000 | -16.0% | 34,427 | +18.0% | 0.01% | 0.0% |
| Q4 2019 | $1,341,000 | +2.4% | 29,185 | +5.1% | 0.01% | -10.0% |
| Q3 2019 | $1,310,000 | +3.5% | 27,772 | -2.5% | 0.01% | 0.0% |
| Q2 2019 | $1,266,000 | +97.2% | 28,481 | +97.0% | 0.01% | +66.7% |
| Q1 2019 | $642,000 | -33.4% | 14,457 | -42.2% | 0.01% | +20.0% |
| Q4 2018 | $964,000 | +58.8% | 25,022 | +72.0% | 0.01% | 0.0% |
| Q3 2018 | $607,000 | -50.1% | 14,548 | -50.0% | 0.01% | -16.7% |
| Q2 2018 | $1,216,000 | +122.3% | 29,086 | +103.5% | 0.01% | +20.0% |
| Q1 2018 | $547,000 | +25.2% | 14,295 | +36.2% | 0.01% | +25.0% |
| Q4 2017 | $437,000 | -1.8% | 10,494 | -3.1% | 0.00% | -20.0% |
| Q3 2017 | $445,000 | -1.3% | 10,833 | -1.1% | 0.01% | 0.0% |
| Q2 2017 | $451,000 | +6.9% | 10,949 | +5.8% | 0.01% | 0.0% |
| Q1 2017 | $422,000 | – | 10,347 | – | 0.01% | – |
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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% |