SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $445,081 | +9.4% | 25,075 | +20.4% | 0.08% | +11.8% |
| Q2 2023 | $406,810 | +17.2% | 20,830 | +17.0% | 0.08% | +11.8% |
| Q1 2023 | $347,081 | +42.4% | 17,799 | +40.9% | 0.07% | +30.8% |
| Q4 2022 | $243,652 | +12.3% | 12,631 | +8.9% | 0.05% | 0.0% |
| Q3 2022 | $217,000 | -13.2% | 11,596 | -2.0% | 0.05% | -11.9% |
| Q2 2022 | $250,000 | -19.4% | 11,834 | -5.0% | 0.06% | -4.8% |
| Q1 2022 | $310,000 | -2.5% | 12,453 | +106.3% | 0.06% | +1.6% |
| Q4 2021 | $318,000 | +14.0% | 6,036 | -1.0% | 0.06% | +15.1% |
| Q3 2021 | $279,000 | +1.8% | 6,099 | +1.9% | 0.05% | -1.9% |
| Q2 2021 | $274,000 | +9.2% | 5,987 | -2.0% | 0.05% | -40.0% |
| Q1 2021 | $251,000 | +21.3% | 6,109 | +11.9% | 0.09% | +26.8% |
| Q4 2020 | $207,000 | – | 5,459 | – | 0.07% | – |
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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% |