SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 445 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,330 | -18.3% | 17,470 | -8.4% | 0.05% | -15.6% |
| Q2 2023 | $372,654 | +0.0% | 19,081 | -0.1% | 0.06% | -5.9% |
| Q1 2023 | $372,589 | +15.7% | 19,107 | +108.9% | 0.07% | -20.0% |
| Q2 2020 | $322,000 | +3.9% | 9,148 | -3.5% | 0.08% | -10.5% |
| Q1 2020 | $310,000 | -45.5% | 9,478 | -23.5% | 0.10% | -36.7% |
| Q4 2019 | $569,000 | -11.9% | 12,388 | -9.9% | 0.15% | -25.0% |
| Q3 2019 | $646,000 | -76.9% | 13,753 | -78.2% | 0.20% | -77.9% |
| Q2 2019 | $2,799,000 | +2.0% | 62,991 | +2.0% | 0.90% | -0.3% |
| Q1 2019 | $2,743,000 | +12.3% | 61,730 | +3.5% | 0.91% | +5.1% |
| Q4 2018 | $2,442,000 | -8.6% | 59,659 | -6.8% | 0.86% | -2.7% |
| Q3 2018 | $2,671,000 | +6.3% | 64,017 | +6.4% | 0.89% | -4.4% |
| Q2 2018 | $2,513,000 | – | 60,152 | – | 0.93% | – |
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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% |