SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 292 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is 3.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $474,000 | -90.6% | 14,471 | -86.9% | 0.22% | -88.5% |
| Q4 2019 | $5,058,000 | -2.3% | 110,052 | +0.2% | 1.94% | -10.0% |
| Q3 2019 | $5,179,000 | +28.7% | 109,797 | +21.2% | 2.15% | +27.3% |
| Q2 2019 | $4,024,000 | -0.7% | 90,557 | -0.8% | 1.69% | -3.7% |
| Q1 2019 | $4,054,000 | +22.4% | 91,246 | +6.1% | 1.75% | +6.7% |
| Q4 2018 | $3,313,000 | +230.0% | 86,030 | +257.4% | 1.64% | +274.3% |
| Q3 2018 | $1,004,000 | +40.6% | 24,068 | +40.9% | 0.44% | +31.0% |
| Q2 2018 | $714,000 | -25.1% | 17,082 | -31.5% | 0.34% | -24.7% |
| Q1 2018 | $953,000 | -46.0% | 24,926 | -41.2% | 0.44% | -44.9% |
| Q4 2017 | $1,765,000 | -0.6% | 42,403 | -1.8% | 0.81% | -11.3% |
| Q3 2017 | $1,775,000 | +14.3% | 43,167 | +14.6% | 0.91% | +8.5% |
| Q2 2017 | $1,553,000 | +12.9% | 37,679 | +11.8% | 0.84% | +9.4% |
| Q1 2017 | $1,375,000 | -4.6% | 33,715 | -4.0% | 0.77% | -9.1% |
| Q4 2016 | $1,441,000 | +263.0% | 35,115 | +277.1% | 0.84% | +243.1% |
| Q3 2016 | $397,000 | +4.7% | 9,311 | +6.9% | 0.25% | +0.4% |
| Q2 2016 | $379,000 | +19.9% | 8,714 | +14.2% | 0.24% | +13.4% |
| Q1 2016 | $316,000 | +23.4% | 7,629 | +18.0% | 0.22% | -5.3% |
| Q4 2015 | $256,000 | – | 6,467 | – | 0.23% | – |
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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% |