SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 192 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is 1.21 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,623 | -9.1% | 204 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,986 | +0.2% | 204 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $3,980 | +1.1% | 204 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,937 | +293.7% | 204 | +628.6% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 28 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -50.0% | 28 | -20.0% | 0.00% | -100.0% |
| Q4 2021 | $2,000 | -96.0% | 35 | -97.5% | 0.00% | -95.7% |
| Q2 2020 | $50,000 | +6.4% | 1,374 | -5.2% | 0.02% | -11.5% |
| Q1 2020 | $47,000 | -33.8% | 1,450 | -5.6% | 0.03% | -10.3% |
| Q4 2019 | $71,000 | +2.9% | 1,536 | +4.6% | 0.03% | -9.4% |
| Q3 2019 | $69,000 | +4.5% | 1,469 | -1.7% | 0.03% | +6.7% |
| Q2 2019 | $66,000 | -40.0% | 1,495 | -39.5% | 0.03% | -41.2% |
| Q1 2019 | $110,000 | +14.6% | 2,470 | -0.4% | 0.05% | 0.0% |
| Q4 2018 | $96,000 | 0.0% | 2,480 | +8.0% | 0.05% | +24.4% |
| Q3 2018 | $96,000 | +5.5% | 2,297 | +5.1% | 0.04% | 0.0% |
| Q2 2018 | $91,000 | +54.2% | 2,185 | +40.1% | 0.04% | +57.7% |
| Q1 2018 | $59,000 | +11.3% | 1,560 | +21.4% | 0.03% | +8.3% |
| Q4 2017 | $53,000 | +8.2% | 1,285 | +6.8% | 0.02% | +4.3% |
| Q3 2017 | $49,000 | +8.9% | 1,203 | +10.2% | 0.02% | +4.5% |
| Q2 2017 | $45,000 | +9.8% | 1,092 | +8.5% | 0.02% | 0.0% |
| Q1 2017 | $41,000 | +7.9% | 1,006 | +9.1% | 0.02% | -4.3% |
| Q4 2016 | $38,000 | -5.0% | 922 | -0.1% | 0.02% | 0.0% |
| Q3 2016 | $40,000 | -4.8% | 923 | -2.7% | 0.02% | -14.8% |
| Q2 2016 | $42,000 | +2.4% | 949 | -4.0% | 0.03% | -3.6% |
| Q1 2016 | $41,000 | +10.8% | 989 | +6.9% | 0.03% | +12.0% |
| Q4 2015 | $37,000 | +8.8% | 925 | 0.0% | 0.02% | +8.7% |
| Q3 2015 | $34,000 | +9.7% | 925 | +9.3% | 0.02% | +21.1% |
| Q2 2015 | $31,000 | +3.3% | 846 | +13.7% | 0.02% | +5.6% |
| Q1 2015 | $30,000 | +7.1% | 744 | +3.3% | 0.02% | +12.5% |
| Q4 2014 | $28,000 | +21.7% | 720 | +6.0% | 0.02% | +14.3% |
| Q3 2014 | $23,000 | 0.0% | 679 | +4.6% | 0.01% | 0.0% |
| Q2 2014 | $23,000 | -4.2% | 649 | -10.1% | 0.01% | -12.5% |
| Q1 2014 | $24,000 | +20.0% | 722 | +11.8% | 0.02% | +6.7% |
| Q4 2013 | $20,000 | – | 646 | – | 0.02% | – |
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% |