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 | $905 | -15.6% | 50,993 | -7.1% | 0.72% | -11.1% |
| Q2 2023 | $1,072 | -4.0% | 54,894 | -4.2% | 0.81% | -6.1% |
| Q1 2023 | $1,117 | +0.5% | 57,302 | -0.5% | 0.86% | -5.1% |
| Q4 2022 | $1,111 | -99.9% | 57,576 | +1.4% | 0.91% | +1.3% |
| Q3 2022 | $1,061,000 | -12.2% | 56,762 | -1.0% | 0.90% | -3.9% |
| Q2 2022 | $1,209,000 | -16.6% | 57,341 | -1.5% | 0.93% | +5.1% |
| Q1 2022 | $1,449,000 | -13.1% | 58,221 | +83.9% | 0.89% | -8.3% |
| Q4 2021 | $1,668,000 | +45.4% | 31,662 | +26.1% | 0.97% | +30.5% |
| Q3 2021 | $1,147,000 | +80.6% | 25,107 | +81.2% | 0.74% | +75.2% |
| Q2 2021 | $635,000 | -99.9% | 13,857 | -4.3% | 0.42% | +1.0% |
| Q1 2021 | $595,154,000 | +156108.4% | 14,484 | +44.3% | 0.42% | +43.5% |
| Q4 2020 | $381,000 | +42.7% | 10,037 | +33.1% | 0.29% | +31.5% |
| Q3 2020 | $267,000 | – | 7,541 | – | 0.22% | – |
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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% |