SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,584 | -8.0% | 2,512 | +1.1% | 0.02% | -15.4% |
| Q2 2023 | $48,456 | +100850.0% | 2,485 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $48 | 0.0% | 2,485 | +0.4% | 0.03% | -3.7% |
| Q4 2022 | $48 | -99.9% | 2,475 | +0.5% | 0.03% | -55.0% |
| Q3 2022 | $46,000 | -11.5% | 2,463 | +0.5% | 0.06% | -6.2% |
| Q2 2022 | $52,000 | -14.8% | 2,451 | +0.4% | 0.06% | -5.9% |
| Q1 2022 | $61,000 | -4.7% | 2,442 | +100.0% | 0.07% | -6.8% |
| Q4 2021 | $64,000 | +14.3% | 1,221 | +0.4% | 0.07% | +7.4% |
| Q3 2021 | $56,000 | 0.0% | 1,216 | +0.3% | 0.07% | -2.9% |
| Q2 2021 | $56,000 | +12.0% | 1,212 | +0.2% | 0.07% | -1.4% |
| Q1 2021 | $50,000 | +8.7% | 1,209 | +0.2% | 0.07% | -6.6% |
| Q4 2020 | $46,000 | +9.5% | 1,206 | +0.6% | 0.08% | -6.2% |
| Q3 2020 | $42,000 | 0.0% | 1,199 | +0.4% | 0.08% | -22.1% |
| Q2 2020 | $42,000 | -14.3% | 1,194 | -19.9% | 0.10% | -23.5% |
| Q1 2020 | $49,000 | -27.9% | 1,490 | +0.2% | 0.14% | -37.6% |
| Q4 2019 | $68,000 | -2.9% | 1,487 | +0.9% | 0.22% | -7.6% |
| Q3 2019 | $70,000 | +7.7% | 1,474 | +0.3% | 0.24% | +6.3% |
| Q2 2019 | $65,000 | 0.0% | 1,469 | 0.0% | 0.22% | -3.9% |
| Q1 2019 | $65,000 | +44.4% | 1,469 | +25.9% | 0.23% | +34.3% |
| Q4 2018 | $45,000 | -6.2% | 1,167 | +1.2% | 0.17% | +4.9% |
| Q3 2018 | $48,000 | 0.0% | 1,153 | +0.4% | 0.16% | -8.9% |
| Q2 2018 | $48,000 | +41.2% | 1,148 | +30.0% | 0.18% | +33.3% |
| Q1 2018 | $34,000 | -8.1% | 883 | +0.3% | 0.14% | -7.5% |
| Q4 2017 | $37,000 | +2.8% | 880 | +0.3% | 0.15% | -4.6% |
| Q3 2017 | $36,000 | +80.0% | 877 | +80.8% | 0.15% | +61.1% |
| Q2 2017 | $20,000 | 0.0% | 485 | 0.0% | 0.10% | +2.2% |
| Q1 2017 | $20,000 | 0.0% | 485 | 0.0% | 0.09% | -6.1% |
| Q4 2016 | $20,000 | – | 485 | – | 0.10% | – |
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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% |