SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 372 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,243,106 | -9.0% | 70,034 | +0.2% | 0.02% | -5.3% |
| Q2 2023 | $1,365,405 | +99.7% | 69,913 | +97.2% | 0.02% | +58.3% |
| Q1 2023 | $683,837 | 0.0% | 35,450 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $683,837 | +6.7% | 35,450 | +3.4% | 0.01% | -7.7% |
| Q3 2022 | $641,000 | +4.2% | 34,277 | +17.6% | 0.01% | +8.3% |
| Q2 2022 | $615,000 | -13.9% | 29,141 | +1.6% | 0.01% | -14.3% |
| Q1 2022 | $714,000 | -8.9% | 28,677 | +92.9% | 0.01% | -6.7% |
| Q4 2021 | $784,000 | +8.7% | 14,870 | -5.8% | 0.02% | 0.0% |
| Q3 2021 | $721,000 | +10.9% | 15,791 | +11.3% | 0.02% | -6.2% |
| Q2 2021 | $650,000 | +9.8% | 14,193 | -1.5% | 0.02% | -44.8% |
| Q1 2021 | $592,000 | +8.2% | 14,410 | +0.1% | 0.03% | 0.0% |
| Q4 2020 | $547,000 | -2.3% | 14,396 | -9.1% | 0.03% | -32.6% |
| Q3 2020 | $560,000 | +34.3% | 15,829 | +33.8% | 0.04% | +7.5% |
| Q2 2020 | $417,000 | +8.6% | 11,828 | +0.9% | 0.04% | +8.1% |
| Q1 2020 | $384,000 | -0.8% | 11,726 | +39.1% | 0.04% | 0.0% |
| Q4 2019 | $387,000 | -4.7% | 8,428 | -2.1% | 0.04% | -15.9% |
| Q3 2019 | $406,000 | +14.4% | 8,611 | +7.8% | 0.04% | +12.8% |
| Q2 2019 | $355,000 | +6.0% | 7,988 | +6.0% | 0.04% | -7.1% |
| Q1 2019 | $335,000 | +13.2% | 7,535 | -2.0% | 0.04% | -6.7% |
| Q4 2018 | $296,000 | -9.2% | 7,690 | -1.5% | 0.04% | -10.0% |
| Q3 2018 | $326,000 | +5.2% | 7,807 | +5.1% | 0.05% | 0.0% |
| Q2 2018 | $310,000 | -30.0% | 7,426 | -44.5% | 0.05% | -75.6% |
| Q1 2014 | $443,000 | – | 13,372 | – | 0.20% | – |
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% |