SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 449 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $185,102 | -17.3% | 10,428 | -9.0% | 0.02% | -16.7% |
Q2 2023 | $223,875 | -1.1% | 11,463 | -1.3% | 0.03% | -3.2% |
Q1 2023 | $226,466 | +0.2% | 11,614 | -0.9% | 0.03% | -6.1% |
Q4 2022 | $226,095 | +0.5% | 11,721 | -2.7% | 0.03% | -5.7% |
Q3 2022 | $225,000 | -19.6% | 12,051 | -9.3% | 0.04% | -16.7% |
Q2 2022 | $280,000 | -16.9% | 13,293 | -1.9% | 0.04% | -8.7% |
Q1 2022 | $337,000 | -4.0% | 13,555 | +103.7% | 0.05% | -2.1% |
Q4 2021 | $351,000 | +30.0% | 6,655 | +12.8% | 0.05% | +17.5% |
Q3 2021 | $270,000 | 0.0% | 5,900 | +0.1% | 0.04% | -2.4% |
Q2 2021 | $270,000 | +14.4% | 5,892 | +2.4% | 0.04% | +2.5% |
Q1 2021 | $236,000 | – | 5,752 | – | 0.04% | – |
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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% |