SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
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% | – |
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% |