SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $275,893 | -9.0% | 15,543 | +0.1% | 0.04% | -27.9% |
| Q2 2023 | $303,138 | -5.1% | 15,522 | -5.3% | 0.06% | -12.9% |
| Q1 2023 | $319,532 | +0.4% | 16,386 | -0.7% | 0.07% | -9.1% |
| Q4 2022 | $318,388 | -0.2% | 16,505 | -3.2% | 0.08% | -12.5% |
| Q3 2022 | $319,000 | -14.0% | 17,042 | -3.1% | 0.09% | +14.3% |
| Q2 2022 | $371,000 | -13.5% | 17,582 | +1.9% | 0.08% | -26.0% |
| Q1 2022 | $429,000 | -3.2% | 17,249 | +105.1% | 0.10% | +7.2% |
| Q4 2021 | $443,000 | +19.4% | 8,410 | +3.6% | 0.10% | -4.9% |
| Q3 2021 | $371,000 | +1.9% | 8,116 | +2.1% | 0.10% | -12.1% |
| Q2 2021 | $364,000 | +19.7% | 7,952 | +10.9% | 0.12% | -24.7% |
| Q1 2021 | $304,000 | – | 7,172 | – | 0.15% | – |
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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% |