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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $476,000 | -85.3% | 12,547 | -86.4% | 0.52% | -63.3% |
| Q3 2020 | $3,244,000 | +19.0% | 91,928 | +18.8% | 1.42% | -26.2% |
| Q2 2020 | $2,725,000 | -29.6% | 77,376 | -34.6% | 1.92% | -19.6% |
| Q1 2020 | $3,871,000 | -64.4% | 118,265 | -50.1% | 2.38% | -25.1% |
| Q4 2019 | $10,885,000 | -3.5% | 236,899 | -0.9% | 3.18% | -8.6% |
| Q3 2019 | $11,275,000 | +5.2% | 238,959 | -0.9% | 3.48% | +6.4% |
| Q2 2019 | $10,718,000 | +1.0% | 241,184 | +1.0% | 3.27% | -1.0% |
| Q1 2019 | $10,611,000 | +18.1% | 238,850 | +2.4% | 3.31% | +8.7% |
| Q4 2018 | $8,984,000 | -7.7% | 233,351 | +0.0% | 3.04% | +4.3% |
| Q3 2018 | $9,735,000 | +5.4% | 233,302 | +5.6% | 2.92% | +2.4% |
| Q2 2018 | $9,233,000 | +54.6% | 221,031 | +41.3% | 2.85% | +51.0% |
| Q1 2018 | $5,973,000 | +63.7% | 156,395 | +78.5% | 1.89% | +59.1% |
| Q4 2017 | $3,648,000 | – | 87,634 | – | 1.19% | – |
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% |