SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,932,464 | -4.6% | 334,233 | +4.9% | 2.87% | -20.8% |
| Q2 2023 | $6,220,600 | +5.1% | 318,515 | +4.9% | 3.62% | -0.7% |
| Q1 2023 | $5,920,726 | +3.0% | 303,625 | +1.9% | 3.64% | -2.3% |
| Q4 2022 | $5,746,711 | +14.0% | 297,911 | +10.4% | 3.73% | +11.2% |
| Q3 2022 | $5,042,000 | -9.3% | 269,810 | +2.4% | 3.35% | -1.9% |
| Q2 2022 | $5,558,000 | -14.7% | 263,536 | +0.7% | 3.42% | -24.0% |
| Q1 2022 | $6,514,000 | -3.1% | 261,709 | +105.2% | 4.50% | +4.0% |
| Q4 2021 | $6,719,000 | – | 127,519 | – | 4.33% | – |
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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% |