SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,592,375 | -20.0% | 540,416 | -11.9% | 0.03% | -18.8% |
| Q2 2023 | $11,985,658 | +102280.3% | 613,705 | +2.2% | 0.03% | -5.9% |
| Q1 2023 | $11,707 | +20.8% | 600,343 | +19.5% | 0.03% | +9.7% |
| Q4 2022 | $9,693 | -99.9% | 502,532 | +12.1% | 0.03% | -6.1% |
| Q3 2022 | $8,377,000 | +3.8% | 448,176 | +17.1% | 0.03% | 0.0% |
| Q2 2022 | $8,070,000 | -14.3% | 382,624 | +1.1% | 0.03% | -8.3% |
| Q1 2022 | $9,421,000 | +19.1% | 378,519 | +152.1% | 0.04% | +9.1% |
| Q4 2021 | $7,911,000 | +102.5% | 150,147 | +75.6% | 0.03% | +65.0% |
| Q3 2021 | $3,906,000 | +57.9% | 85,502 | +58.3% | 0.02% | +33.3% |
| Q2 2021 | $2,473,000 | +4.0% | 54,009 | -6.6% | 0.02% | -11.8% |
| Q1 2021 | $2,377,000 | +41.6% | 57,852 | +30.8% | 0.02% | +30.8% |
| Q4 2020 | $1,679,000 | +6.7% | 44,213 | -0.7% | 0.01% | -13.3% |
| Q3 2020 | $1,574,000 | -13.8% | 44,513 | -14.2% | 0.02% | -16.7% |
| Q2 2020 | $1,827,000 | +11.2% | 51,863 | +3.4% | 0.02% | -14.3% |
| Q1 2020 | $1,643,000 | -23.6% | 50,170 | +7.2% | 0.02% | -4.5% |
| Q4 2019 | $2,151,000 | +3.6% | 46,810 | +6.3% | 0.02% | -12.0% |
| Q3 2019 | $2,077,000 | +42.7% | 44,031 | +34.4% | 0.02% | +47.1% |
| Q2 2019 | $1,456,000 | +15.0% | 32,764 | +15.0% | 0.02% | -5.6% |
| Q1 2019 | $1,266,000 | +257.6% | 28,491 | +210.3% | 0.02% | +200.0% |
| Q4 2018 | $354,000 | +71.0% | 9,182 | +82.1% | 0.01% | -33.3% |
| Q3 2017 | $207,000 | -4.2% | 5,043 | -3.6% | 0.01% | -10.0% |
| Q2 2017 | $216,000 | +1.4% | 5,232 | 0.0% | 0.01% | +11.1% |
| Q1 2017 | $213,000 | +565.6% | 5,232 | +603.2% | 0.01% | +350.0% |
| Q3 2016 | $32,000 | -94.1% | 744 | -94.7% | 0.00% | -95.9% |
| Q4 2014 | $543,000 | +24.8% | 13,927 | +9.1% | 0.05% | 0.0% |
| Q3 2014 | $435,000 | -1.1% | 12,767 | +2.6% | 0.05% | 0.0% |
| Q2 2014 | $440,000 | – | 12,447 | – | 0.05% | – |
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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% |