SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 329 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13 | -7.1% | 765 | +2.3% | 0.00% | – |
| Q2 2023 | $14 | -100.0% | 748 | -32.0% | 0.00% | – |
| Q4 2021 | $57,000 | +612.5% | 1,100 | +382.5% | 0.00% | – |
| Q3 2020 | $8,000 | -86.0% | 228 | -86.0% | 0.00% | – |
| Q2 2020 | $57,000 | +23.9% | 1,628 | +14.0% | 0.00% | – |
| Q1 2020 | $46,000 | +12.2% | 1,428 | +58.3% | 0.00% | – |
| Q4 2019 | $41,000 | -14.6% | 902 | -18.0% | 0.00% | – |
| Q2 2019 | $48,000 | +4700.0% | 1,100 | +3135.3% | 0.00% | – |
| Q4 2018 | $1,000 | -98.0% | 34 | -97.2% | 0.00% | – |
| Q3 2018 | $50,000 | -15.3% | 1,205 | -15.4% | 0.00% | -100.0% |
| Q4 2017 | $59,000 | +1375.0% | 1,425 | +1297.1% | 0.00% | – |
| Q3 2017 | $4,000 | -20.0% | 102 | -29.2% | 0.00% | – |
| Q1 2017 | $5,000 | -88.9% | 144 | -88.2% | 0.00% | -100.0% |
| Q3 2015 | $45,000 | +136.8% | 1,216 | +125.6% | 0.00% | +50.0% |
| Q2 2015 | $19,000 | – | 539 | – | 0.00% | – |
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% |