SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,834 | +2.1% | 1,061 | +12.3% | 0.00% | 0.0% |
| Q2 2023 | $18,454 | +36.4% | 945 | +36.2% | 0.00% | +100.0% |
| Q1 2023 | $13,533 | +1.8% | 694 | +0.7% | 0.00% | -50.0% |
| Q4 2022 | $13,299 | +2.3% | 689 | +0.7% | 0.00% | +100.0% |
| Q3 2022 | $13,000 | -7.1% | 684 | +0.7% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | -17.6% | 679 | +0.7% | 0.00% | -50.0% |
| Q1 2022 | $17,000 | -5.6% | 674 | +100.0% | 0.00% | 0.0% |
| Q4 2021 | $18,000 | +12.5% | 337 | -4.0% | 0.00% | +100.0% |
| Q3 2021 | $16,000 | 0.0% | 351 | +0.3% | 0.00% | -50.0% |
| Q2 2021 | $16,000 | -20.0% | 350 | -27.8% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | +566.7% | 485 | +470.6% | 0.00% | – |
| Q4 2020 | $3,000 | -50.0% | 85 | -53.8% | 0.00% | -100.0% |
| Q3 2020 | $6,000 | 0.0% | 184 | +1.1% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | 0.0% | 182 | +0.6% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -83.3% | 181 | -76.6% | 0.00% | -83.3% |
| Q4 2019 | $36,000 | – | 775 | – | 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% |