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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,059,087 | +44.9% | 106,744 | +40.4% | 0.01% | +25.0% |
| Q3 2022 | $1,421,000 | -4.9% | 76,004 | +7.2% | 0.01% | 0.0% |
| Q2 2022 | $1,495,000 | -13.0% | 70,898 | +2.7% | 0.01% | 0.0% |
| Q1 2022 | $1,718,000 | -9.3% | 69,020 | +84.1% | 0.01% | -11.1% |
| Q4 2021 | $1,894,000 | +8.6% | 37,482 | -1.8% | 0.01% | 0.0% |
| Q3 2021 | $1,744,000 | +7.3% | 38,181 | +7.5% | 0.01% | +12.5% |
| Q2 2021 | $1,626,000 | -0.5% | 35,506 | -10.7% | 0.01% | -11.1% |
| Q1 2021 | $1,634,000 | +12.1% | 39,765 | +3.6% | 0.01% | 0.0% |
| Q4 2020 | $1,457,000 | +70.0% | 38,366 | +58.4% | 0.01% | +50.0% |
| Q3 2020 | $857,000 | -30.9% | 24,216 | -31.2% | 0.01% | -40.0% |
| Q2 2020 | $1,240,000 | -94.8% | 35,215 | +374.7% | 0.01% | -95.7% |
| Q1 2020 | $23,764,000 | +11216.2% | 7,419 | +42.5% | 0.23% | +4580.0% |
| Q1 2017 | $210,000 | – | 5,205 | – | 0.01% | – |
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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% |