SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,450,292 | -11.4% | 194,383 | -2.5% | 0.14% | -14.0% |
| Q2 2023 | $3,893,869 | +5.7% | 199,379 | +5.5% | 0.16% | -1.9% |
| Q1 2023 | $3,685,338 | +11.3% | 188,992 | +10.1% | 0.16% | +2.6% |
| Q4 2022 | $3,309,880 | +21.2% | 171,585 | +17.4% | 0.16% | +9.1% |
| Q3 2022 | $2,731,000 | +3.3% | 146,096 | +16.5% | 0.14% | +2.9% |
| Q2 2022 | $2,645,000 | +30.0% | 125,406 | +53.4% | 0.14% | +37.6% |
| Q1 2022 | $2,035,000 | -1.3% | 81,769 | +109.1% | 0.10% | -1.9% |
| Q4 2021 | $2,061,000 | +14.7% | 39,113 | -0.6% | 0.10% | +1.0% |
| Q3 2021 | $1,797,000 | -0.6% | 39,341 | -0.3% | 0.10% | -6.4% |
| Q2 2021 | $1,807,000 | +18.0% | 39,468 | +5.9% | 0.11% | -11.4% |
| Q1 2021 | $1,531,000 | +7.7% | 37,267 | -0.5% | 0.12% | +13.9% |
| Q4 2020 | $1,422,000 | -1.0% | 37,450 | -7.8% | 0.11% | -12.2% |
| Q3 2020 | $1,436,000 | +1.4% | 40,597 | +1.0% | 0.12% | -6.8% |
| Q2 2020 | $1,416,000 | +64.8% | 40,201 | +53.2% | 0.13% | +40.4% |
| Q1 2020 | $859,000 | +70.8% | 26,247 | +139.6% | 0.09% | +70.9% |
| Q4 2019 | $503,000 | -14.9% | 10,953 | -12.6% | 0.06% | -23.6% |
| Q3 2019 | $591,000 | – | 12,525 | – | 0.07% | – |
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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% |