SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 355 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $396,127 | -41.6% | 22,317 | -35.8% | 0.03% | -38.6% |
| Q2 2023 | $678,425 | +6.0% | 34,738 | +5.8% | 0.04% | -2.2% |
| Q1 2023 | $640,225 | +1.7% | 32,832 | +0.6% | 0.04% | -29.7% |
| Q4 2022 | $629,260 | +14.2% | 32,621 | +10.7% | 0.06% | +33.3% |
| Q3 2022 | $551,000 | -15.0% | 29,462 | -4.1% | 0.05% | -11.1% |
| Q2 2022 | $648,000 | -9.7% | 30,729 | +6.6% | 0.05% | -1.8% |
| Q1 2022 | $718,000 | -5.8% | 28,830 | +99.3% | 0.06% | +1.9% |
| Q4 2021 | $762,000 | -3.4% | 14,469 | -16.3% | 0.05% | -28.0% |
| Q3 2021 | $789,000 | 0.0% | 17,280 | +0.3% | 0.08% | -23.5% |
| Q2 2021 | $789,000 | +9.7% | 17,229 | -1.5% | 0.10% | -1.0% |
| Q1 2021 | $719,000 | -7.8% | 17,489 | -14.8% | 0.10% | -16.8% |
| Q4 2020 | $780,000 | +8.3% | 20,537 | +0.9% | 0.12% | -9.8% |
| Q3 2020 | $720,000 | -3.0% | 20,361 | -3.3% | 0.13% | -3.6% |
| Q2 2020 | $742,000 | +28.8% | 21,056 | +19.6% | 0.14% | +14.2% |
| Q1 2020 | $576,000 | -30.7% | 17,607 | -2.6% | 0.12% | -17.2% |
| Q4 2019 | $831,000 | -21.3% | 18,080 | -19.2% | 0.14% | -24.9% |
| Q3 2019 | $1,056,000 | -22.1% | 22,390 | -26.6% | 0.19% | -18.6% |
| Q2 2019 | $1,356,000 | -6.5% | 30,505 | -6.6% | 0.24% | -6.7% |
| Q1 2019 | $1,451,000 | +25.1% | 32,669 | +8.4% | 0.25% | +17.6% |
| Q4 2018 | $1,160,000 | -7.3% | 30,126 | +0.4% | 0.22% | +0.9% |
| Q3 2018 | $1,252,000 | 0.0% | 30,007 | +0.1% | 0.21% | +0.5% |
| Q2 2018 | $1,252,000 | +8.0% | 29,977 | -1.0% | 0.21% | +9.2% |
| Q1 2018 | $1,159,000 | -2.4% | 30,289 | +6.2% | 0.20% | -1.5% |
| Q4 2017 | $1,187,000 | -3.7% | 28,529 | -4.8% | 0.20% | -6.6% |
| Q3 2017 | $1,233,000 | -1.7% | 29,969 | -1.5% | 0.21% | +14.6% |
| Q2 2017 | $1,254,000 | -7.0% | 30,433 | -8.0% | 0.18% | -2.1% |
| Q1 2017 | $1,349,000 | -2.1% | 33,073 | -1.5% | 0.19% | -4.1% |
| Q4 2016 | $1,378,000 | +2.7% | 33,586 | +6.7% | 0.20% | 0.0% |
| Q3 2016 | $1,342,000 | -12.0% | 31,476 | -10.3% | 0.20% | -18.6% |
| Q2 2016 | $1,525,000 | +4.8% | 35,099 | -0.2% | 0.24% | -7.6% |
| Q1 2016 | $1,455,000 | +1.3% | 35,155 | -2.9% | 0.26% | -16.3% |
| Q4 2015 | $1,436,000 | -7.4% | 36,221 | -13.2% | 0.31% | -9.8% |
| Q3 2015 | $1,551,000 | +2.5% | 41,707 | +0.1% | 0.35% | +9.8% |
| Q2 2015 | $1,513,000 | -4.5% | 41,649 | +6.6% | 0.32% | -6.2% |
| Q1 2015 | $1,584,000 | – | 39,073 | – | 0.34% | – |
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% |