SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 13 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,208 | +59.3% | 293 | +75.4% | 0.00% | +100.0% |
| Q2 2023 | $3,270 | +51.9% | 167 | +51.8% | 0.00% | 0.0% |
| Q1 2023 | $2,153 | +145.8% | 110 | +144.4% | 0.00% | 0.0% |
| Q4 2022 | $876 | – | 45 | +800.0% | 0.00% | – |
| Q3 2022 | $0 | – | 5 | – | 0.00% | – |
| Q2 2022 | $0 | – | 0 | – | 0.00% | – |
| Q1 2022 | $0 | – | 0 | – | 0.00% | – |
| Q4 2021 | $0 | – | 0 | – | 0.00% | – |
| Q3 2021 | $0 | – | 0 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $10,000 | +25.0% | 262 | +41.6% | 0.01% | +100.0% |
| Q3 2018 | $8,000 | -61.9% | 185 | -63.5% | 0.01% | -66.7% |
| Q2 2018 | $21,000 | +90.9% | 507 | +83.0% | 0.02% | +87.5% |
| Q1 2018 | $11,000 | +57.1% | 277 | +52.2% | 0.01% | +60.0% |
| Q4 2017 | $7,000 | – | 182 | – | 0.01% | – |
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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% |