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 | $232 | -9.4% | 13,096 | +0.1% | 0.05% | -7.8% |
Q2 2023 | $256 | -4.5% | 13,088 | -4.9% | 0.05% | -7.3% |
Q1 2023 | $268 | -18.5% | 13,757 | -19.4% | 0.06% | -21.4% |
Q4 2022 | $329 | -99.9% | 17,060 | +26.0% | 0.07% | +14.8% |
Q3 2022 | $253,000 | -11.5% | 13,538 | -0.3% | 0.06% | -6.2% |
Q2 2022 | $286,000 | -15.4% | 13,573 | -0.1% | 0.06% | +1.6% |
Q1 2022 | $338,000 | -5.6% | 13,586 | +99.8% | 0.06% | -4.5% |
Q4 2021 | $358,000 | +15.1% | 6,800 | -0.1% | 0.07% | +4.7% |
Q3 2021 | $311,000 | -8.8% | 6,805 | -8.7% | 0.06% | -16.9% |
Q2 2021 | $341,000 | +11.4% | 7,454 | +0.1% | 0.08% | +4.1% |
Q1 2021 | $306,000 | +8.1% | 7,450 | +0.0% | 0.07% | 0.0% |
Q4 2020 | $283,000 | +7.6% | 7,447 | +0.1% | 0.07% | -3.9% |
Q3 2020 | $263,000 | -0.4% | 7,442 | -0.6% | 0.08% | -2.5% |
Q2 2020 | $264,000 | -92.2% | 7,485 | -92.8% | 0.08% | -92.8% |
Q1 2020 | $3,402,000 | +1925.0% | 103,897 | +2746.5% | 1.10% | +2240.4% |
Q4 2019 | $168,000 | -2.3% | 3,650 | +0.3% | 0.05% | -6.0% |
Q3 2019 | $172,000 | +11.0% | 3,638 | +4.2% | 0.05% | +4.2% |
Q2 2019 | $155,000 | +203.9% | 3,493 | +204.5% | 0.05% | +182.4% |
Q1 2019 | $51,000 | +45.7% | 1,147 | +27.0% | 0.02% | +30.8% |
Q4 2018 | $35,000 | +12.9% | 903 | +21.2% | 0.01% | +18.2% |
Q3 2018 | $31,000 | 0.0% | 745 | +0.4% | 0.01% | -8.3% |
Q2 2018 | $31,000 | +10.7% | 742 | 0.0% | 0.01% | +9.1% |
Q1 2018 | $28,000 | -3.4% | 742 | +5.5% | 0.01% | -8.3% |
Q4 2017 | $29,000 | 0.0% | 703 | +0.3% | 0.01% | -7.7% |
Q3 2017 | $29,000 | 0.0% | 701 | +0.3% | 0.01% | -7.1% |
Q2 2017 | $29,000 | +31.8% | 699 | +32.4% | 0.01% | +27.3% |
Q1 2017 | $22,000 | -4.3% | 528 | -3.8% | 0.01% | -8.3% |
Q4 2016 | $23,000 | 0.0% | 549 | +0.4% | 0.01% | 0.0% |
Q3 2016 | $23,000 | -4.2% | 547 | +0.4% | 0.01% | -7.7% |
Q2 2016 | $24,000 | +50.0% | 545 | +37.3% | 0.01% | +44.4% |
Q1 2016 | $16,000 | +6.7% | 397 | +5.9% | 0.01% | 0.0% |
Q4 2015 | $15,000 | +7.1% | 375 | +0.5% | 0.01% | 0.0% |
Q3 2015 | $14,000 | +7.7% | 373 | +0.5% | 0.01% | +12.5% |
Q2 2015 | $13,000 | -38.1% | 371 | -28.0% | 0.01% | -33.3% |
Q1 2015 | $21,000 | – | 515 | – | 0.01% | – |
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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% |