SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $812,000 | +165.4% | 43,436 | +199.7% | 0.00% | +100.0% |
| Q2 2022 | $306,000 | -15.2% | 14,492 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $361,000 | -3.5% | 14,492 | +104.1% | 0.00% | – |
| Q4 2021 | $374,000 | +15.4% | 7,100 | 0.0% | 0.00% | – |
| Q3 2021 | $324,000 | -0.3% | 7,100 | 0.0% | 0.00% | – |
| Q2 2021 | $325,000 | +15.2% | 7,100 | +15.9% | 0.00% | -100.0% |
| Q4 2019 | $282,000 | -2.4% | 6,126 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $289,000 | +20.9% | 6,126 | +14.1% | 0.00% | 0.0% |
| Q2 2019 | $239,000 | 0.0% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $239,000 | +15.5% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $207,000 | -7.6% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $224,000 | 0.0% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $224,000 | +9.3% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $205,000 | -8.9% | 5,368 | -1.0% | 0.00% | 0.0% |
| Q4 2017 | $225,000 | +0.9% | 5,421 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $223,000 | +0.9% | 5,421 | +1.0% | 0.00% | 0.0% |
| Q2 2017 | $221,000 | +0.9% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $219,000 | -0.5% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $220,000 | -3.9% | 5,368 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $229,000 | -5.4% | 5,368 | -3.7% | 0.00% | 0.0% |
| Q2 2016 | $242,000 | +9.0% | 5,577 | +3.9% | 0.00% | 0.0% |
| Q1 2016 | $222,000 | +0.5% | 5,368 | -3.6% | 0.00% | 0.0% |
| Q4 2015 | $221,000 | – | 5,568 | – | 0.00% | – |
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% |