SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $386 | +0.3% | 21,722 | +11.4% | 0.17% | +3.1% |
Q2 2023 | $385 | -30.9% | 19,494 | -31.8% | 0.16% | -35.9% |
Q1 2023 | $557 | -2.5% | 28,563 | -4.1% | 0.25% | -4.2% |
Q4 2022 | $571 | -99.7% | 29,783 | +191.3% | 0.26% | +181.7% |
Q3 2022 | $188,000 | -22.6% | 10,224 | -11.2% | 0.09% | -23.8% |
Q2 2022 | $243,000 | -50.0% | 11,509 | -40.6% | 0.12% | -50.0% |
Q1 2022 | $486,000 | +9.2% | 19,379 | +127.0% | 0.24% | +23.9% |
Q4 2021 | $445,000 | +29.4% | 8,538 | +11.7% | 0.20% | +19.4% |
Q3 2021 | $344,000 | +49.6% | 7,644 | +50.7% | 0.16% | +51.4% |
Q2 2021 | $230,000 | -61.0% | 5,071 | -67.4% | 0.11% | -68.0% |
Q4 2020 | $589,000 | +101.0% | 15,558 | +87.6% | 0.34% | +97.1% |
Q3 2020 | $293,000 | -64.1% | 8,293 | -64.3% | 0.17% | -69.2% |
Q2 2020 | $817,000 | -84.2% | 23,249 | -79.4% | 0.56% | -85.4% |
Q4 2019 | $5,170,000 | -18.1% | 112,673 | -15.8% | 3.84% | -24.4% |
Q3 2019 | $6,311,000 | +3.7% | 133,782 | -2.4% | 5.08% | +12.1% |
Q2 2019 | $6,086,000 | +0.9% | 137,107 | +0.9% | 4.53% | -3.1% |
Q1 2019 | $6,034,000 | +17.7% | 135,936 | +1.9% | 4.68% | -1.5% |
Q4 2018 | $5,125,000 | – | 133,395 | – | 4.75% | – |
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% |