SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 377 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is 0.59 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,284,000 | -5.0% | 36,468 | -11.6% | 0.48% | -5.9% |
| Q1 2020 | $1,351,000 | -34.8% | 41,263 | -8.5% | 0.51% | -7.5% |
| Q4 2019 | $2,073,000 | +1.8% | 45,099 | +4.4% | 0.55% | +79.3% |
| Q3 2019 | $2,037,000 | +1.6% | 43,181 | -4.3% | 0.30% | -1.0% |
| Q2 2019 | $2,004,000 | -2.1% | 45,099 | -2.1% | 0.31% | -2.8% |
| Q1 2019 | $2,046,000 | +17.8% | 46,058 | +2.1% | 0.32% | +7.5% |
| Q4 2018 | $1,737,000 | -15.6% | 45,099 | -8.6% | 0.30% | -2.3% |
| Q3 2018 | $2,058,000 | -2.1% | 49,318 | -2.0% | 0.30% | -2.9% |
| Q2 2018 | $2,102,000 | +21.2% | 50,306 | +10.9% | 0.31% | +23.4% |
| Q1 2018 | $1,735,000 | +5.7% | 45,366 | +15.0% | 0.25% | +10.0% |
| Q4 2017 | $1,641,000 | – | 39,438 | – | 0.23% | – |
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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% |