SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $292 | -7.3% | 16,427 | +1.7% | 0.01% | 0.0% |
Q2 2023 | $315 | +41.9% | 16,151 | +41.7% | 0.01% | +25.0% |
Q1 2023 | $222 | -99.9% | 11,401 | -49.9% | 0.00% | -50.0% |
Q4 2022 | $439,000 | -99.9% | 22,775 | +16.3% | 0.01% | +14.3% |
Q3 2022 | $366,000,000 | +127426.1% | 19,583 | +43.8% | 0.01% | +16.7% |
Q2 2022 | $287,000 | +36.7% | 13,619 | +61.3% | 0.01% | +50.0% |
Q1 2022 | $210,000 | – | 8,443 | – | 0.00% | – |
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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% |