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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $639,000 | -7.0% | 25,693 | +97.0% | 0.21% | -5.4% |
Q4 2021 | $687,000 | +17.4% | 13,044 | +1.8% | 0.22% | +4.7% |
Q3 2021 | $585,000 | -2.7% | 12,810 | -2.4% | 0.21% | -1.4% |
Q2 2021 | $601,000 | +44.8% | 13,120 | +29.8% | 0.22% | +36.9% |
Q1 2021 | $415,000 | +45.1% | 10,105 | +57.3% | 0.16% | +18.0% |
Q1 2019 | $286,000 | – | 6,426 | – | 0.13% | – |
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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% |