SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 380 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,073 | -29.2% | 737 | -22.1% | 0.00% | 0.0% |
| Q2 2023 | $18,472 | +378.4% | 946 | +377.8% | 0.00% | +100.0% |
| Q1 2023 | $3,861 | -64.2% | 198 | -64.6% | 0.00% | 0.0% |
| Q4 2022 | $10,778 | +54.0% | 559 | +33.7% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 418 | -0.2% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -20.0% | 419 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | -9.1% | 419 | +100.5% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | +10.0% | 209 | -0.5% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 210 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | +11.1% | 209 | +1.0% | 0.00% | -50.0% |
| Q1 2021 | $9,000 | +12.5% | 207 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 207 | +1.5% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 204 | +0.5% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | -79.4% | 203 | -80.9% | 0.00% | -77.8% |
| Q1 2020 | $34,000 | -30.6% | 1,061 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $49,000 | -2.0% | 1,061 | +0.4% | 0.01% | 0.0% |
| Q3 2019 | $50,000 | +19.0% | 1,057 | +10.3% | 0.01% | +9.1% |
| Q2 2019 | $42,000 | -22.2% | 958 | -21.2% | 0.01% | -26.7% |
| Q1 2019 | $54,000 | +14.9% | 1,215 | +0.2% | 0.02% | +15.4% |
| Q4 2018 | $47,000 | -36.5% | 1,212 | -31.5% | 0.01% | -60.6% |
| Q3 2018 | $74,000 | +10.4% | 1,769 | +10.6% | 0.03% | +6.5% |
| Q2 2018 | $67,000 | +26.4% | 1,600 | +14.9% | 0.03% | +24.0% |
| Q1 2018 | $53,000 | -8.6% | 1,393 | +0.6% | 0.02% | -21.9% |
| Q4 2017 | $58,000 | +34.9% | 1,385 | +33.7% | 0.03% | +23.1% |
| Q3 2017 | $43,000 | +2.4% | 1,036 | +0.6% | 0.03% | -3.7% |
| Q2 2017 | $42,000 | 0.0% | 1,030 | +0.6% | 0.03% | -3.6% |
| Q1 2017 | $42,000 | 0.0% | 1,024 | +0.3% | 0.03% | 0.0% |
| Q4 2016 | $42,000 | +7.7% | 1,021 | +11.2% | 0.03% | +7.7% |
| Q3 2016 | $39,000 | -15.2% | 918 | -12.3% | 0.03% | -21.2% |
| Q2 2016 | $46,000 | -14.8% | 1,047 | -19.8% | 0.03% | -17.5% |
| Q1 2016 | $54,000 | 0.0% | 1,306 | -3.9% | 0.04% | 0.0% |
| Q4 2015 | $54,000 | +14.9% | 1,359 | +7.5% | 0.04% | +14.3% |
| Q3 2015 | $47,000 | +2.2% | 1,264 | +0.7% | 0.04% | +2.9% |
| Q2 2015 | $46,000 | +15.0% | 1,255 | +27.9% | 0.03% | +17.2% |
| Q1 2015 | $40,000 | +5.3% | 981 | 0.0% | 0.03% | +3.6% |
| Q4 2014 | $38,000 | +15.2% | 981 | +0.5% | 0.03% | +16.7% |
| Q3 2014 | $33,000 | -2.9% | 976 | +2.7% | 0.02% | -4.0% |
| Q2 2014 | $34,000 | +209.1% | 950 | +188.8% | 0.02% | +212.5% |
| Q1 2014 | $11,000 | – | 329 | +5383.3% | 0.01% | – |
| Q4 2013 | $0 | – | 6 | – | 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% |