SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 349 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is 0.61 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,239 | -9.1% | 14,436 | 0.0% | 0.15% | -18.2% |
| Q2 2023 | $281,935 | +0.2% | 14,436 | 0.0% | 0.18% | -16.6% |
| Q1 2023 | $281,502 | +1.1% | 14,436 | 0.0% | 0.22% | -19.3% |
| Q4 2022 | $278,470 | +13.2% | 14,436 | +107.6% | 0.27% | +40.8% |
| Q3 2020 | $246,000 | +0.4% | 6,955 | 0.0% | 0.19% | -10.7% |
| Q2 2020 | $245,000 | -75.2% | 6,955 | -76.9% | 0.21% | -79.3% |
| Q1 2020 | $987,000 | -76.1% | 30,144 | -66.5% | 1.04% | -63.4% |
| Q4 2019 | $4,130,000 | – | 89,862 | – | 2.83% | – |
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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% |