SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,248 | -12.4% | 21,881 | -1.8% | 0.07% | -11.7% |
| Q2 2023 | $435,354 | +0.5% | 22,293 | +0.3% | 0.08% | -8.3% |
| Q1 2023 | $433,389 | +0.1% | 22,226 | -1.0% | 0.08% | -8.7% |
| Q4 2022 | $432,946 | +3.6% | 22,447 | +0.3% | 0.09% | -8.0% |
| Q3 2022 | $418,000 | +20.1% | 22,384 | +34.6% | 0.10% | +20.5% |
| Q2 2022 | $348,000 | -26.1% | 16,624 | -12.7% | 0.08% | -11.7% |
| Q1 2022 | $471,000 | +0.9% | 19,033 | +114.7% | 0.09% | +1.1% |
| Q4 2021 | $467,000 | +3.1% | 8,864 | -10.3% | 0.09% | -33.6% |
| Q3 2021 | $453,000 | -4.6% | 9,883 | -4.3% | 0.14% | 0.0% |
| Q2 2021 | $475,000 | +34.2% | 10,325 | +11.7% | 0.14% | +0.7% |
| Q4 2020 | $354,000 | +13.8% | 9,240 | +5.1% | 0.14% | -14.7% |
| Q3 2020 | $311,000 | -0.6% | 8,788 | -0.7% | 0.16% | -25.2% |
| Q2 2020 | $313,000 | +9.1% | 8,851 | +0.3% | 0.22% | -23.2% |
| Q1 2020 | $287,000 | -27.9% | 8,825 | +2.0% | 0.28% | -15.0% |
| Q4 2019 | $398,000 | – | 8,654 | – | 0.33% | – |
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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% |