SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 295 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is 2.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $343,000 | -69.8% | 10,469 | -57.6% | 0.09% | -58.9% |
| Q4 2019 | $1,136,000 | +35.1% | 24,719 | +38.6% | 0.21% | +15.1% |
| Q3 2019 | $841,000 | +3.8% | 17,831 | -2.1% | 0.19% | -41.1% |
| Q2 2019 | $810,000 | -0.9% | 18,217 | -1.0% | 0.32% | +3.3% |
| Q1 2019 | $817,000 | +12.8% | 18,395 | -2.1% | 0.31% | -7.0% |
| Q4 2018 | $724,000 | +170.1% | 18,794 | +192.2% | 0.33% | +191.2% |
| Q3 2018 | $268,000 | -2.5% | 6,431 | -2.1% | 0.11% | -6.6% |
| Q2 2018 | $275,000 | +6.6% | 6,572 | -2.4% | 0.12% | +6.1% |
| Q1 2018 | $258,000 | +4.5% | 6,733 | +13.6% | 0.11% | +9.6% |
| Q4 2017 | $247,000 | +10.3% | 5,927 | +9.1% | 0.10% | +3.0% |
| Q3 2017 | $224,000 | – | 5,434 | – | 0.10% | – |
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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% |