SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 473 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,127,143 | -21.0% | 63,501 | -13.1% | 0.02% | -25.0% |
| Q2 2023 | $1,427,340 | +4.3% | 73,084 | +4.2% | 0.03% | 0.0% |
| Q1 2023 | $1,367,890 | +1.9% | 70,148 | +0.8% | 0.03% | -17.9% |
| Q4 2022 | $1,342,926 | +13.0% | 69,618 | +9.6% | 0.04% | -11.4% |
| Q3 2022 | $1,188,000 | -0.8% | 63,541 | +12.0% | 0.04% | -13.7% |
| Q2 2022 | $1,197,000 | -14.2% | 56,742 | +1.2% | 0.05% | -3.8% |
| Q1 2022 | $1,395,000 | -4.5% | 56,060 | +102.4% | 0.05% | +1.9% |
| Q4 2021 | $1,460,000 | +17.1% | 27,701 | +1.5% | 0.05% | +6.1% |
| Q3 2021 | $1,247,000 | +2.4% | 27,292 | +2.6% | 0.05% | -2.0% |
| Q2 2021 | $1,218,000 | +10.4% | 26,607 | -0.9% | 0.05% | -3.8% |
| Q1 2021 | $1,103,000 | -5.8% | 26,838 | -13.0% | 0.05% | -14.8% |
| Q4 2020 | $1,171,000 | -16.4% | 30,835 | -22.1% | 0.06% | -37.1% |
| Q3 2020 | $1,401,000 | -45.6% | 39,600 | -45.8% | 0.10% | -47.8% |
| Q2 2020 | $2,576,000 | +8.6% | 73,128 | +1.0% | 0.19% | -11.4% |
| Q1 2020 | $2,371,000 | -29.4% | 72,417 | -0.9% | 0.21% | -20.8% |
| Q4 2019 | $3,360,000 | -1.5% | 73,107 | +1.1% | 0.26% | -13.4% |
| Q3 2019 | $3,410,000 | +112.9% | 72,298 | +100.5% | 0.31% | +146.8% |
| Q2 2019 | $1,602,000 | +310.8% | 36,050 | +310.5% | 0.12% | +117.5% |
| Q1 2019 | $390,000 | +14.7% | 8,783 | -0.6% | 0.06% | 0.0% |
| Q4 2018 | $340,000 | +0.6% | 8,835 | +9.0% | 0.06% | -27.8% |
| Q3 2018 | $338,000 | +0.6% | 8,108 | +0.7% | 0.08% | +12.9% |
| Q2 2018 | $336,000 | -23.3% | 8,052 | -29.8% | 0.07% | -27.1% |
| Q1 2018 | $438,000 | -5.6% | 11,462 | +2.8% | 0.10% | +81.1% |
| Q4 2017 | $464,000 | -10.1% | 11,153 | -11.1% | 0.05% | -72.1% |
| Q3 2017 | $516,000 | -30.8% | 12,546 | -30.7% | 0.19% | -14.4% |
| Q2 2017 | $746,000 | – | 18,102 | – | 0.22% | – |
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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% |