SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $5,489,000 | -12.2% | 293,698 | -1.0% | 0.41% | -10.6% |
| Q2 2022 | $6,255,000 | -15.7% | 296,564 | -0.6% | 0.46% | +0.7% |
| Q1 2022 | $7,424,000 | -4.7% | 298,260 | +101.7% | 0.46% | -6.7% |
| Q4 2021 | $7,793,000 | +16.2% | 147,899 | +0.7% | 0.49% | +10.8% |
| Q3 2021 | $6,707,000 | -0.2% | 146,827 | +0.0% | 0.44% | +1.8% |
| Q2 2021 | $6,721,000 | +13.4% | 146,781 | +1.8% | 0.44% | -0.7% |
| Q1 2021 | $5,925,000 | +4.6% | 144,199 | -3.3% | 0.44% | -1.8% |
| Q4 2020 | $5,663,000 | +3.4% | 149,157 | -3.7% | 0.45% | -9.3% |
| Q3 2020 | $5,477,000 | -2.4% | 154,854 | -2.8% | 0.49% | -3.0% |
| Q2 2020 | $5,613,000 | – | 159,382 | – | 0.51% | – |
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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% |