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 | $808,566 | -12.7% | 45,553 | -4.0% | 0.10% | -8.6% |
| Q2 2023 | $926,372 | -88.6% | 47,433 | -88.7% | 0.10% | -89.1% |
| Q1 2023 | $8,157,027 | +97729.5% | 418,309 | -3.2% | 0.96% | -3.1% |
| Q4 2022 | $8,338 | -99.9% | 432,250 | -7.4% | 1.00% | -1.0% |
| Q3 2022 | $8,721,000 | -11.2% | 466,599 | +0.2% | 1.00% | -5.5% |
| Q2 2022 | $9,818,000 | -15.4% | 465,529 | -0.1% | 1.06% | -12.9% |
| Q1 2022 | $11,603,000 | -4.9% | 466,183 | +101.4% | 1.22% | +5.1% |
| Q4 2021 | $12,195,000 | +21.3% | 231,459 | +5.1% | 1.16% | +11.2% |
| Q3 2021 | $10,057,000 | +9.2% | 220,160 | +9.5% | 1.04% | +1.2% |
| Q2 2021 | $9,207,000 | +15.4% | 201,068 | +3.6% | 1.03% | +7.4% |
| Q1 2021 | $7,977,000 | +12.7% | 194,145 | +4.2% | 0.96% | +3.1% |
| Q4 2020 | $7,076,000 | +16.7% | 186,376 | +8.7% | 0.93% | +0.6% |
| Q3 2020 | $6,062,000 | +2.1% | 171,392 | +1.6% | 0.93% | -3.4% |
| Q2 2020 | $5,939,000 | +4.6% | 168,618 | -2.8% | 0.96% | -8.9% |
| Q1 2020 | $5,679,000 | -25.5% | 173,469 | +4.5% | 1.05% | -11.9% |
| Q4 2019 | $7,627,000 | +1.0% | 165,950 | +3.6% | 1.20% | -6.8% |
| Q3 2019 | $7,552,000 | +7.0% | 160,107 | +0.8% | 1.28% | +3.1% |
| Q2 2019 | $7,061,000 | +3.3% | 158,882 | +3.3% | 1.25% | -3.0% |
| Q1 2019 | $6,837,000 | +19.8% | 153,866 | +3.8% | 1.28% | +9.4% |
| Q4 2018 | $5,707,000 | +0.3% | 148,185 | +8.6% | 1.17% | +11.3% |
| Q3 2018 | $5,691,000 | +4.3% | 136,391 | +4.5% | 1.06% | +0.2% |
| Q2 2018 | $5,454,000 | +16.2% | 130,558 | +6.4% | 1.05% | +13.6% |
| Q1 2018 | $4,693,000 | +157.3% | 122,701 | +180.0% | 0.93% | +159.7% |
| Q4 2017 | $1,824,000 | +4.9% | 43,820 | +3.8% | 0.36% | +0.3% |
| Q3 2017 | $1,738,000 | +12.5% | 42,232 | +12.7% | 0.36% | +3.8% |
| Q2 2017 | $1,545,000 | +11.9% | 37,476 | +10.7% | 0.34% | +11.4% |
| Q1 2017 | $1,381,000 | +20.2% | 33,862 | +20.9% | 0.31% | +13.2% |
| Q4 2016 | $1,149,000 | -25.5% | 27,997 | -22.6% | 0.27% | -26.1% |
| Q3 2016 | $1,543,000 | +3.8% | 36,175 | +5.8% | 0.37% | +0.5% |
| Q2 2016 | $1,486,000 | -2.2% | 34,200 | -6.8% | 0.37% | -3.2% |
| Q1 2016 | $1,520,000 | -5.1% | 36,706 | -9.2% | 0.38% | -6.4% |
| Q4 2015 | $1,602,000 | +2.2% | 40,408 | -4.2% | 0.40% | +0.7% |
| Q3 2015 | $1,568,000 | +5.5% | 42,175 | +3.1% | 0.40% | +12.0% |
| Q2 2015 | $1,486,000 | -13.2% | 40,904 | -3.1% | 0.36% | -13.1% |
| Q1 2015 | $1,712,000 | +0.1% | 42,229 | -3.8% | 0.41% | -4.4% |
| Q4 2014 | $1,710,000 | +17.3% | 43,893 | +2.6% | 0.43% | +10.5% |
| Q3 2014 | $1,458,000 | +0.8% | 42,793 | +4.6% | 0.39% | +2.9% |
| Q2 2014 | $1,447,000 | +7.7% | 40,917 | +0.8% | 0.38% | -5.5% |
| Q1 2014 | $1,344,000 | +22.1% | 40,594 | +11.6% | 0.40% | +31.0% |
| Q4 2013 | $1,101,000 | +10.0% | 36,376 | +12.3% | 0.31% | +0.7% |
| Q3 2013 | $1,001,000 | +2.5% | 32,389 | +6.4% | 0.30% | -2.9% |
| Q2 2013 | $977,000 | – | 30,440 | – | 0.31% | – |
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% |