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 2020 | $576,000 | -13.3% | 16,297 | -13.6% | 0.12% | -19.0% |
| Q2 2020 | $664,000 | -24.5% | 18,853 | -29.9% | 0.14% | -34.0% |
| Q1 2020 | $880,000 | -29.1% | 26,888 | -0.4% | 0.22% | -6.9% |
| Q4 2019 | $1,241,000 | -3.1% | 27,006 | -0.6% | 0.23% | -11.2% |
| Q3 2019 | $1,281,000 | +8.1% | 27,167 | +1.8% | 0.26% | +8.3% |
| Q2 2019 | $1,185,000 | 0.0% | 26,676 | 0.0% | 0.24% | -2.8% |
| Q1 2019 | $1,185,000 | +15.9% | 26,676 | +0.5% | 0.25% | +2.5% |
| Q4 2018 | $1,022,000 | +157.4% | 26,548 | +179.3% | 0.24% | +193.9% |
| Q3 2018 | $397,000 | +22.2% | 9,505 | +22.3% | 0.08% | +17.1% |
| Q2 2018 | $325,000 | +35.4% | 7,772 | +23.8% | 0.07% | +34.6% |
| Q1 2018 | $240,000 | +3.4% | 6,277 | +12.7% | 0.05% | +4.0% |
| Q4 2017 | $232,000 | +1.8% | 5,570 | +0.7% | 0.05% | -2.0% |
| Q3 2017 | $228,000 | +0.4% | 5,534 | +0.6% | 0.05% | +4.1% |
| Q2 2017 | $227,000 | +1.8% | 5,502 | +0.6% | 0.05% | -2.0% |
| Q1 2017 | $223,000 | -0.4% | 5,470 | +0.3% | 0.05% | -5.7% |
| Q4 2016 | $224,000 | -2.6% | 5,455 | +1.0% | 0.05% | -3.6% |
| Q3 2016 | $230,000 | -1.3% | 5,400 | +0.5% | 0.06% | -5.2% |
| Q2 2016 | $233,000 | +5.4% | 5,371 | +0.5% | 0.06% | +3.6% |
| Q1 2016 | $221,000 | +4.7% | 5,342 | +0.5% | 0.06% | +3.7% |
| Q4 2015 | $211,000 | – | 5,315 | – | 0.05% | – |
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% |