SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 478 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,716 | -62.6% | 322 | -58.9% | 0.00% | -100.0% |
| Q1 2023 | $15,302 | -14.3% | 784 | -15.2% | 0.00% | 0.0% |
| Q4 2022 | $17,854 | +5.0% | 925 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -10.5% | 919 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -17.4% | 913 | +101.5% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +666.7% | 453 | +520.5% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 73 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | +50.0% | 73 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | – | 73 | +356.2% | 0.00% | – |
| Q3 2020 | $0 | – | 16 | – | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $675,000 | +13.3% | 15,233 | -1.7% | 0.05% | +1.9% |
| Q4 2018 | $596,000 | -47.5% | 15,495 | -43.1% | 0.05% | -39.8% |
| Q3 2018 | $1,135,000 | -12.5% | 27,222 | -12.4% | 0.09% | -19.3% |
| Q2 2018 | $1,297,000 | – | 31,073 | – | 0.11% | – |
| Q2 2017 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2015 | $99,000 | +1880.0% | 2,687 | +1691.3% | 0.02% | +1400.0% |
| Q4 2014 | $5,000 | – | 150 | – | 0.00% | – |
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% |