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 2022 | $213,000 | -22.5% | 11,384 | -12.6% | 0.03% | -22.9% |
| Q2 2022 | $275,000 | -16.2% | 13,032 | -1.1% | 0.04% | -16.7% |
| Q1 2022 | $328,000 | -7.1% | 13,175 | +96.7% | 0.04% | -2.3% |
| Q4 2021 | $353,000 | +15.4% | 6,698 | 0.0% | 0.04% | +13.2% |
| Q3 2021 | $306,000 | -6.7% | 6,698 | -2.1% | 0.04% | 0.0% |
| Q2 2021 | $328,000 | +16.7% | 6,844 | 0.0% | 0.04% | +11.8% |
| Q1 2021 | $281,000 | +8.1% | 6,844 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $260,000 | -13.6% | 6,844 | -19.6% | 0.03% | -19.0% |
| Q3 2020 | $301,000 | -5.9% | 8,510 | -6.2% | 0.04% | -8.7% |
| Q2 2020 | $320,000 | +42.2% | 9,077 | +32.3% | 0.05% | +24.3% |
| Q1 2020 | $225,000 | -25.0% | 6,862 | +1.8% | 0.04% | -11.9% |
| Q2 2019 | $300,000 | 0.0% | 6,741 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $300,000 | +15.4% | 6,741 | 0.0% | 0.04% | +5.0% |
| Q4 2018 | $260,000 | +766.7% | 6,741 | +754.4% | 0.04% | +900.0% |
| Q1 2018 | $30,000 | – | 789 | – | 0.00% | – |
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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% |