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 | $341,794 | +0.4% | 19,256 | +10.5% | 0.00% | 0.0% |
| Q2 2023 | $340,310 | -77.3% | 17,425 | -77.3% | 0.00% | -75.0% |
| Q1 2023 | $1,499,414 | +61000.8% | 76,893 | -39.6% | 0.00% | -33.3% |
| Q4 2022 | $2,454 | -99.9% | 127,206 | +27.1% | 0.01% | 0.0% |
| Q3 2022 | $1,871,000 | +234.1% | 100,105 | +277.3% | 0.01% | +200.0% |
| Q2 2022 | $560,000 | -17.2% | 26,535 | -2.3% | 0.00% | 0.0% |
| Q1 2022 | $676,000 | -8.4% | 27,152 | +93.8% | 0.00% | 0.0% |
| Q4 2021 | $738,000 | +60.1% | 14,013 | +39.0% | 0.00% | +100.0% |
| Q3 2021 | $461,000 | -0.2% | 10,081 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $462,000 | +11.1% | 10,081 | -0.5% | 0.00% | 0.0% |
| Q1 2021 | $416,000 | – | 10,135 | – | 0.00% | – |
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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% |