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 2023 | $1,030,494 | -9.1% | 58,056 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $1,133,834 | +0.2% | 58,056 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $1,132,092 | +100979.6% | 58,056 | 0.0% | 0.01% | -7.1% |
| Q4 2022 | $1,120 | -99.9% | 58,056 | +6.9% | 0.01% | -6.7% |
| Q3 2022 | $1,015,000 | -11.4% | 54,311 | 0.0% | 0.02% | -11.8% |
| Q2 2022 | $1,145,000 | +12.7% | 54,311 | +33.0% | 0.02% | +41.7% |
| Q1 2022 | $1,016,000 | +32.3% | 40,831 | +180.3% | 0.01% | +33.3% |
| Q4 2021 | $768,000 | +15.5% | 14,568 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $665,000 | -8.5% | 14,568 | -8.3% | 0.01% | -11.1% |
| Q2 2021 | $727,000 | +5.2% | 15,886 | -5.5% | 0.01% | 0.0% |
| Q1 2021 | $691,000 | +13.3% | 16,806 | +4.6% | 0.01% | +12.5% |
| Q4 2020 | $610,000 | +12.3% | 16,066 | +4.7% | 0.01% | 0.0% |
| Q3 2020 | $543,000 | +8.2% | 15,352 | +7.6% | 0.01% | -11.1% |
| Q2 2020 | $502,000 | +26.4% | 14,263 | +17.5% | 0.01% | +12.5% |
| Q1 2020 | $397,000 | -29.4% | 12,140 | -0.7% | 0.01% | -11.1% |
| Q4 2019 | $562,000 | +4.7% | 12,221 | +7.4% | 0.01% | +12.5% |
| Q3 2019 | $537,000 | +0.9% | 11,376 | -4.9% | 0.01% | 0.0% |
| Q2 2019 | $532,000 | 0.0% | 11,967 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $532,000 | – | 11,967 | – | 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% |