SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 8.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $4,406,000 | -5.5% | 177,000 | +100.0% | 0.10% | -11.2% |
Q4 2021 | $4,663,000 | +15.3% | 88,500 | 0.0% | 0.12% | -1.7% |
Q3 2021 | $4,043,000 | -2.4% | 88,500 | -2.2% | 0.12% | -4.8% |
Q2 2021 | $4,144,000 | +11.4% | 90,500 | 0.0% | 0.12% | -1.6% |
Q1 2021 | $3,719,000 | +8.2% | 90,500 | 0.0% | 0.13% | -10.6% |
Q4 2020 | $3,436,000 | +7.3% | 90,500 | 0.0% | 0.14% | -59.5% |
Q3 2020 | $3,201,000 | +0.4% | 90,500 | 0.0% | 0.35% | -7.9% |
Q2 2020 | $3,187,000 | +7.6% | 90,500 | 0.0% | 0.38% | -10.2% |
Q1 2020 | $2,963,000 | – | 90,500 | – | 0.42% | – |
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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% |