SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $47 | -99.9% | 2,434 | 0.0% | 0.03% | -3.2% |
| Q3 2022 | $45,000 | -11.8% | 2,434 | 0.0% | 0.03% | -11.4% |
| Q2 2022 | $51,000 | -16.4% | 2,434 | 0.0% | 0.04% | -5.4% |
| Q1 2022 | $61,000 | +22.0% | 2,434 | +100.0% | 0.04% | +12.1% |
| Q1 2021 | $50,000 | +8.7% | 1,217 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $46,000 | +7.0% | 1,217 | 0.0% | 0.03% | -10.5% |
| Q3 2020 | $43,000 | 0.0% | 1,217 | 0.0% | 0.04% | -2.6% |
| Q2 2020 | $43,000 | +7.5% | 1,217 | +0.7% | 0.04% | -2.5% |
| Q1 2020 | $40,000 | -27.3% | 1,209 | +0.3% | 0.04% | -4.8% |
| Q4 2019 | $55,000 | -1.8% | 1,205 | +1.9% | 0.04% | -8.7% |
| Q3 2019 | $56,000 | +7.7% | 1,182 | +0.7% | 0.05% | +4.5% |
| Q2 2019 | $52,000 | 0.0% | 1,174 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $52,000 | +15.6% | 1,174 | +0.3% | 0.04% | 0.0% |
| Q4 2018 | $45,000 | -6.2% | 1,170 | +2.0% | 0.04% | +4.8% |
| Q3 2018 | $48,000 | +6.7% | 1,147 | +5.6% | 0.04% | +2.4% |
| Q2 2018 | $45,000 | +9.8% | 1,086 | 0.0% | 0.04% | +10.8% |
| Q1 2018 | $41,000 | -8.9% | 1,086 | 0.0% | 0.04% | -2.6% |
| Q4 2017 | $45,000 | – | 1,086 | – | 0.04% | – |
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% |