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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $51,000 | 0.0% | 1,150 | 0.0% | 0.02% | -4.2% |
| Q1 2019 | $51,000 | -75.2% | 1,150 | -78.5% | 0.02% | -82.1% |
| Q4 2018 | $206,000 | +38.3% | 5,343 | +49.9% | 0.13% | +71.8% |
| Q3 2018 | $149,000 | +27.4% | 3,564 | +27.3% | 0.08% | +20.0% |
| Q2 2018 | $117,000 | +19.4% | 2,800 | +8.2% | 0.06% | +18.2% |
| Q1 2018 | $98,000 | -37.2% | 2,587 | -30.8% | 0.06% | -39.6% |
| Q4 2017 | $156,000 | -41.1% | 3,739 | -41.5% | 0.09% | -35.0% |
| Q3 2017 | $265,000 | -95.9% | 6,395 | -95.9% | 0.14% | -96.2% |
| Q2 2017 | $6,483,000 | +15.9% | 157,316 | +14.7% | 3.66% | +23.6% |
| Q1 2017 | $5,594,000 | -35.4% | 137,170 | -35.0% | 2.96% | -43.6% |
| Q4 2016 | $8,666,000 | -50.8% | 211,167 | -48.9% | 5.25% | -50.8% |
| Q3 2016 | $17,617,000 | -2.3% | 413,053 | -0.5% | 10.67% | -5.3% |
| Q2 2016 | $18,040,000 | +101.6% | 415,285 | +92.1% | 11.26% | +71.5% |
| Q1 2016 | $8,948,000 | +9030.6% | 216,137 | +8682.5% | 6.57% | +9557.4% |
| Q4 2015 | $98,000 | +10.1% | 2,461 | 0.0% | 0.07% | -1.4% |
| Q3 2015 | $89,000 | 0.0% | 2,461 | 0.0% | 0.07% | +3.0% |
| Q2 2015 | $89,000 | 0.0% | 2,461 | +12.1% | 0.07% | +17.5% |
| Q1 2015 | $89,000 | – | 2,196 | – | 0.06% | – |
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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% |