SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,304 | -9.4% | 14,327 | -0.4% | 0.08% | -5.8% |
| Q2 2023 | $280,802 | -1.8% | 14,378 | -2.0% | 0.09% | -5.5% |
| Q1 2023 | $286,000 | +6.3% | 14,668 | +5.1% | 0.09% | -3.2% |
| Q4 2022 | $269,000 | +3.5% | 13,960 | 0.0% | 0.09% | -5.1% |
| Q3 2022 | $260,000 | -12.2% | 13,960 | -0.7% | 0.10% | -8.3% |
| Q2 2022 | $296,000 | -15.9% | 14,057 | -0.5% | 0.11% | -3.6% |
| Q1 2022 | $352,000 | -1.1% | 14,124 | +108.6% | 0.11% | +2.8% |
| Q4 2021 | $356,000 | +14.8% | 6,770 | -0.2% | 0.11% | +10.1% |
| Q3 2021 | $310,000 | -2.2% | 6,783 | -1.9% | 0.10% | -3.9% |
| Q2 2021 | $317,000 | +33.2% | 6,915 | +19.5% | 0.10% | +22.6% |
| Q1 2021 | $238,000 | -45.7% | 5,788 | -39.2% | 0.08% | -54.3% |
| Q4 2019 | $438,000 | +22.0% | 9,527 | +25.1% | 0.18% | +15.0% |
| Q3 2019 | $359,000 | – | 7,616 | – | 0.16% | – |
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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% |