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 | $714,235 | +28.1% | 40,239 | +40.7% | 0.67% | +19.8% |
| Q1 2023 | $557,493 | +13.0% | 28,589 | +11.8% | 0.56% | +7.1% |
| Q4 2022 | $493,405 | +8.9% | 25,578 | +5.6% | 0.52% | -0.4% |
| Q3 2022 | $453,000 | +0.9% | 24,231 | +13.9% | 0.52% | +4.4% |
| Q2 2022 | $449,000 | -0.2% | 21,276 | +20.5% | 0.50% | +8.6% |
| Q1 2022 | $450,000 | +10.3% | 17,658 | +128.0% | 0.46% | +19.0% |
| Q4 2021 | $408,000 | – | 7,744 | – | 0.39% | – |
Download | ||||||
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% |