SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,059,836 | -14.0% | 59,709 | -5.4% | 0.13% | -11.0% |
| Q2 2023 | $1,232,706 | +3.4% | 63,119 | +3.2% | 0.15% | -2.0% |
| Q1 2023 | $1,192,326 | +5.3% | 61,145 | +1.0% | 0.15% | -8.6% |
| Q3 2022 | $1,132,000 | -6.7% | 60,550 | +6.2% | 0.16% | +0.6% |
| Q2 2022 | $1,213,000 | +2.2% | 57,036 | +21.0% | 0.16% | +11.0% |
| Q1 2022 | $1,187,000 | -4.2% | 47,132 | +100.4% | 0.15% | +3.5% |
| Q4 2021 | $1,239,000 | +17.1% | 23,519 | +1.5% | 0.14% | -0.7% |
| Q3 2021 | $1,058,000 | -3.3% | 23,166 | +1.0% | 0.14% | -11.2% |
| Q2 2021 | $1,094,000 | +16.9% | 22,946 | +0.7% | 0.16% | +6.0% |
| Q1 2021 | $936,000 | +6.4% | 22,789 | -0.9% | 0.15% | 0.0% |
| Q4 2020 | $880,000 | +2.2% | 22,989 | -5.6% | 0.15% | -13.2% |
| Q3 2020 | $861,000 | -38.4% | 24,353 | -22.7% | 0.17% | -47.7% |
| Q1 2019 | $1,398,000 | – | 31,485 | – | 0.33% | – |
Download | ||||||
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% |