SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 456 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $406,000 | -86.3% | 16,292 | -70.9% | 0.15% | -82.9% |
Q4 2021 | $2,953,000 | +13.4% | 56,046 | -1.7% | 0.90% | +13.7% |
Q3 2021 | $2,604,000 | +1.9% | 57,011 | +2.2% | 0.79% | -0.5% |
Q2 2021 | $2,555,000 | +8.1% | 55,790 | -3.0% | 0.79% | +3.5% |
Q1 2021 | $2,363,000 | +13.7% | 57,503 | +5.1% | 0.76% | -0.9% |
Q4 2020 | $2,078,000 | +29.7% | 54,715 | +20.8% | 0.77% | -14.4% |
Q3 2020 | $1,602,000 | -3.2% | 45,283 | -3.6% | 0.90% | -10.0% |
Q2 2020 | $1,655,000 | +10.0% | 46,990 | +2.3% | 1.00% | +12.8% |
Q1 2020 | $1,504,000 | -25.4% | 45,938 | +4.7% | 0.89% | -19.3% |
Q4 2019 | $2,016,000 | +29.6% | 43,867 | +33.1% | 1.10% | +24.3% |
Q3 2019 | $1,555,000 | +2.0% | 32,964 | -3.9% | 0.88% | -3.1% |
Q2 2019 | $1,524,000 | +36.1% | 34,299 | +36.1% | 0.91% | +65.1% |
Q1 2019 | $1,120,000 | – | 25,203 | – | 0.55% | – |
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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% |