SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $833,752 | -58.0% | 46,972 | -53.8% | 0.01% | -58.6% |
| Q2 2023 | $1,983,535 | -14.2% | 101,563 | -14.4% | 0.03% | -19.4% |
| Q1 2023 | $2,312,903 | +0.3% | 118,610 | -0.8% | 0.04% | -7.7% |
| Q4 2022 | $2,306,134 | +95.3% | 119,551 | +89.1% | 0.04% | +77.3% |
| Q3 2022 | $1,181,000 | -20.8% | 63,211 | -10.7% | 0.02% | -21.4% |
| Q2 2022 | $1,492,000 | -14.5% | 70,747 | +0.9% | 0.03% | -3.4% |
| Q1 2022 | $1,745,000 | -1.7% | 70,117 | +108.0% | 0.03% | 0.0% |
| Q4 2021 | $1,776,000 | +21.8% | 33,703 | +5.6% | 0.03% | +3.6% |
| Q3 2021 | $1,458,000 | +14.5% | 31,928 | +14.9% | 0.03% | +12.0% |
| Q2 2021 | $1,273,000 | +213.5% | 27,797 | +181.4% | 0.02% | +177.8% |
| Q1 2021 | $406,000 | -9.2% | 9,877 | -16.0% | 0.01% | -18.2% |
| Q4 2020 | $447,000 | +74.6% | 11,760 | +62.5% | 0.01% | +57.1% |
| Q3 2020 | $256,000 | -16.3% | 7,236 | -16.7% | 0.01% | -30.0% |
| Q2 2020 | $306,000 | -59.3% | 8,682 | -62.2% | 0.01% | -67.7% |
| Q1 2020 | $751,000 | -5.3% | 22,945 | +33.0% | 0.03% | +19.2% |
| Q4 2019 | $793,000 | +57.0% | 17,256 | +61.3% | 0.03% | +13.0% |
| Q3 2019 | $505,000 | – | 10,700 | – | 0.02% | – |
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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% |