SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 359 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 0.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $722,051 | -2.1% | 40,679 | +7.7% | 0.03% | +4.0% |
| Q2 2023 | $737,336 | +9.0% | 37,754 | +8.8% | 0.02% | +4.2% |
| Q1 2023 | $676,568 | +40.1% | 34,696 | +38.6% | 0.02% | 0.0% |
| Q4 2022 | $482,834 | +0.2% | 25,030 | -2.9% | 0.02% | -14.3% |
| Q3 2022 | $482,000 | -6.2% | 25,768 | +5.8% | 0.03% | -3.4% |
| Q2 2022 | $514,000 | -41.3% | 24,364 | -30.8% | 0.03% | -34.1% |
| Q1 2022 | $876,000 | -11.4% | 35,210 | +87.6% | 0.04% | -8.3% |
| Q4 2021 | $989,000 | +38.9% | 18,773 | +20.4% | 0.05% | +26.3% |
| Q3 2021 | $712,000 | +30.4% | 15,591 | +30.7% | 0.04% | +31.0% |
| Q2 2021 | $546,000 | -4.2% | 11,925 | -14.0% | 0.03% | -19.4% |
| Q1 2021 | $570,000 | +11.1% | 13,862 | +3.0% | 0.04% | 0.0% |
| Q4 2020 | $513,000 | – | 13,461 | – | 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% |