SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,254 | -4.0% | 295,979 | +5.6% | 1.32% | +2.7% |
| Q2 2023 | $5,475 | +7.9% | 280,334 | +7.7% | 1.29% | +7.3% |
| Q1 2023 | $5,076 | +4.4% | 260,285 | +3.3% | 1.20% | -0.8% |
| Q4 2022 | $4,863 | -99.9% | 252,080 | +5.3% | 1.21% | +5.0% |
| Q3 2022 | $4,475,000 | -6.2% | 239,456 | +5.8% | 1.15% | -4.4% |
| Q2 2022 | $4,771,000 | -13.2% | 226,229 | +2.5% | 1.20% | -18.0% |
| Q1 2022 | $5,496,000 | -6.0% | 220,809 | +99.1% | 1.47% | -11.6% |
| Q4 2021 | $5,844,000 | +22.1% | 110,911 | +5.8% | 1.66% | +6.5% |
| Q3 2021 | $4,788,000 | +8.7% | 104,818 | +9.0% | 1.56% | +4.9% |
| Q2 2021 | $4,403,000 | +17.4% | 96,157 | +5.4% | 1.49% | +8.1% |
| Q1 2021 | $3,749,000 | +15.0% | 91,251 | +6.3% | 1.38% | +13.3% |
| Q4 2020 | $3,260,000 | +10.0% | 85,859 | +2.5% | 1.22% | +0.2% |
| Q3 2020 | $2,964,000 | +0.7% | 83,801 | +0.3% | 1.21% | -4.0% |
| Q2 2020 | $2,942,000 | +5.3% | 83,524 | -2.1% | 1.26% | -5.0% |
| Q1 2020 | $2,793,000 | +12.3% | 85,321 | +57.7% | 1.33% | +26.9% |
| Q4 2019 | $2,487,000 | +11.5% | 54,104 | +14.5% | 1.05% | +8.8% |
| Q3 2019 | $2,230,000 | +13.8% | 47,273 | +7.2% | 0.96% | +14.8% |
| Q2 2019 | $1,960,000 | -3.6% | 44,105 | -3.6% | 0.84% | -8.8% |
| Q1 2019 | $2,033,000 | +20.8% | 45,764 | +4.7% | 0.92% | +12.9% |
| Q4 2018 | $1,683,000 | +4.3% | 43,708 | +13.0% | 0.82% | +8.8% |
| Q3 2018 | $1,614,000 | +11.8% | 38,666 | +11.8% | 0.75% | +9.3% |
| Q2 2018 | $1,444,000 | +32.8% | 34,572 | +21.7% | 0.68% | +32.2% |
| Q1 2018 | $1,087,000 | +29.9% | 28,416 | +41.3% | 0.52% | +21.3% |
| Q4 2017 | $837,000 | +63.2% | 20,105 | +61.1% | 0.43% | +50.9% |
| Q3 2017 | $513,000 | +66.0% | 12,479 | +66.3% | 0.28% | +46.6% |
| Q2 2017 | $309,000 | +472.2% | 7,506 | +492.4% | 0.19% | +421.6% |
| Q3 2016 | $54,000 | -1.8% | 1,267 | 0.0% | 0.04% | -5.1% |
| Q2 2016 | $55,000 | +5.8% | 1,267 | 0.0% | 0.04% | +2.6% |
| Q1 2016 | $52,000 | -39.5% | 1,267 | -41.7% | 0.04% | -41.5% |
| Q4 2015 | $86,000 | +6.2% | 2,175 | 0.0% | 0.06% | +3.2% |
| Q3 2015 | $81,000 | – | 2,175 | – | 0.06% | – |
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% |