SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $33,000 | -63.3% | 805 | -70.6% | 0.00% | -75.0% |
| Q1 2020 | $90,000 | -34.8% | 2,742 | -8.8% | 0.01% | -25.0% |
| Q4 2019 | $138,000 | -2.8% | 3,007 | +0.1% | 0.02% | -5.9% |
| Q3 2019 | $142,000 | +6.8% | 3,004 | +0.0% | 0.02% | -5.6% |
| Q2 2019 | $133,000 | 0.0% | 3,003 | 0.0% | 0.02% | -5.3% |
| Q1 2019 | $133,000 | -18.9% | 3,003 | -29.6% | 0.02% | -24.0% |
| Q4 2018 | $164,000 | -7.9% | 4,268 | +0.1% | 0.02% | +19.0% |
| Q3 2018 | $178,000 | 0.0% | 4,262 | +0.0% | 0.02% | +5.0% |
| Q2 2018 | $178,000 | +9.2% | 4,260 | 0.0% | 0.02% | +5.3% |
| Q1 2018 | $163,000 | -7.9% | 4,260 | +0.2% | 0.02% | -5.0% |
| Q4 2017 | $177,000 | +1.1% | 4,253 | +0.1% | 0.02% | +5.3% |
| Q3 2017 | $175,000 | 0.0% | 4,249 | +0.1% | 0.02% | -5.0% |
| Q2 2017 | $175,000 | +1.2% | 4,246 | +0.0% | 0.02% | +5.3% |
| Q1 2017 | $173,000 | -34.5% | 4,244 | -34.0% | 0.02% | -38.7% |
| Q4 2016 | $264,000 | -3.6% | 6,430 | +0.1% | 0.03% | 0.0% |
| Q3 2016 | $274,000 | -1.8% | 6,424 | +0.0% | 0.03% | -3.1% |
| Q2 2016 | $279,000 | +4.9% | 6,422 | +0.0% | 0.03% | +3.2% |
| Q1 2016 | $266,000 | +8.1% | 6,419 | +3.3% | 0.03% | +3.3% |
| Q4 2015 | $246,000 | +459.1% | 6,212 | +423.8% | 0.03% | +500.0% |
| Q3 2015 | $44,000 | +2.3% | 1,186 | +0.3% | 0.01% | 0.0% |
| Q2 2015 | $43,000 | -10.4% | 1,183 | +0.2% | 0.01% | -16.7% |
| Q1 2015 | $48,000 | +4.3% | 1,181 | +0.3% | 0.01% | 0.0% |
| Q4 2014 | $46,000 | -8.0% | 1,178 | -19.5% | 0.01% | -14.3% |
| Q3 2014 | $50,000 | -3.8% | 1,464 | +0.2% | 0.01% | -12.5% |
| Q2 2014 | $52,000 | +8.3% | 1,461 | +0.1% | 0.01% | 0.0% |
| Q1 2014 | $48,000 | – | 1,459 | – | 0.01% | – |
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% |