SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 397 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,307 | -8.5% | 130 | +0.8% | 0.00% | – |
| Q2 2023 | $2,520 | +1.0% | 129 | +0.8% | 0.00% | -100.0% |
| Q1 2023 | $2,495 | -19.8% | 128 | -20.5% | 0.00% | 0.0% |
| Q4 2022 | $3,110 | +3.7% | 161 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 160 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 159 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 159 | +117.8% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | +33.3% | 73 | +1.4% | 0.00% | – |
| Q3 2021 | $3,000 | -25.0% | 72 | -15.3% | 0.00% | -100.0% |
| Q2 2021 | $4,000 | +33.3% | 85 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | +50.0% | 85 | +26.9% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 67 | +24.1% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 54 | +1.9% | 0.00% | -100.0% |
| Q1 2020 | $2,000 | 0.0% | 53 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | -33.3% | 53 | 0.0% | 0.00% | -100.0% |
| Q3 2019 | $3,000 | +50.0% | 53 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | -92.6% | 53 | -92.9% | 0.00% | -94.1% |
| Q2 2015 | $27,000 | – | 749 | – | 0.02% | – |
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% |