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 | $962 | +8.3% | 54,178 | +19.2% | 0.01% | +7.7% |
| Q2 2023 | $888 | -10.6% | 45,463 | -10.7% | 0.01% | -13.3% |
| Q1 2023 | $993 | -79.8% | 50,920 | -80.0% | 0.02% | -78.3% |
| Q4 2022 | $4,923 | -99.2% | 255,222 | +673.9% | 0.07% | +527.3% |
| Q3 2022 | $616,000 | -8.1% | 32,978 | +3.8% | 0.01% | -8.3% |
| Q2 2022 | $670,000 | -11.8% | 31,786 | +4.2% | 0.01% | +9.1% |
| Q1 2022 | $760,000 | +9.0% | 30,517 | +130.7% | 0.01% | -8.3% |
| Q4 2021 | $697,000 | +2.3% | 13,230 | -11.3% | 0.01% | -7.7% |
| Q3 2021 | $681,000 | +2.7% | 14,915 | +3.0% | 0.01% | 0.0% |
| Q2 2021 | $663,000 | +24.4% | 14,480 | +11.7% | 0.01% | +18.2% |
| Q1 2021 | $533,000 | +31.0% | 12,968 | +20.9% | 0.01% | +22.2% |
| Q4 2020 | $407,000 | +39.9% | 10,724 | +63.6% | 0.01% | -25.0% |
| Q1 2019 | $291,000 | +26.5% | 6,557 | +18.7% | 0.01% | +9.1% |
| Q3 2018 | $230,000 | -1.7% | 5,522 | -1.4% | 0.01% | -8.3% |
| Q2 2018 | $234,000 | +9.3% | 5,600 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $214,000 | -14.7% | 5,600 | -7.2% | 0.01% | -25.0% |
| Q4 2017 | $251,000 | +392.2% | 6,032 | +413.4% | 0.02% | +166.7% |
| Q2 2016 | $51,000 | +24.4% | 1,175 | +12.4% | 0.01% | +50.0% |
| Q4 2015 | $41,000 | +2.5% | 1,045 | -2.8% | 0.00% | -20.0% |
| Q3 2015 | $40,000 | – | 1,075 | – | 0.01% | – |
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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% |