SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $21,605 | +980.2% | 1,120 | +987.4% | 0.00% | – |
| Q3 2022 | $2,000 | -80.0% | 103 | -74.5% | 0.00% | -100.0% |
| Q1 2022 | $10,000 | +100.0% | 404 | +248.3% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | -76.2% | 116 | -74.9% | 0.00% | -66.7% |
| Q1 2019 | $21,000 | +2000.0% | 462 | +1825.0% | 0.01% | – |
| Q4 2018 | $1,000 | -87.5% | 24 | -87.4% | 0.00% | -100.0% |
| Q3 2018 | $8,000 | -46.7% | 191 | -47.4% | 0.00% | -62.5% |
| Q2 2018 | $15,000 | -42.3% | 363 | -41.4% | 0.01% | -42.9% |
| Q4 2017 | $26,000 | – | 619 | – | 0.01% | – |
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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% |